THE WEALTH STRATEGIST
August 29, 2006  Volume 1 | Issue 11
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Casualty, Disaster, and Theft Losses

Barbara A. Reilly, CPA, CSA

Many of us were affected by recent hurricanes over the last two years and suffered some damage due to these hurricanes.  I’m sure that a lot of you were wondering how these losses would affect your tax return if at all – would you be able to ...

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Stockbroker or Financial Advisor?

Steven T. Merkel, CFP®, ChFC

The investment marketplace evolves each year and investors are faced with more and more financial noise that clouds their ability to make prudent decisions.  To add more puzzlement, investors are bombarded by the multitude of titles used by i...

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