THE WEALTH STRATEGIST
November 18, 2005  Volume 1 | Issue 2
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A Fresh Look at Retirement Income

Aaron P. Sevigny, CEP, CSA

Do You Have Enough Money To Last?  That's usually the number one concern of retirees, yet most do not have a solid grasp of the answer.  It is not that they are uninformed or have not sought professional assistance in ma...

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Utilizing Losses to Reduce Taxes

Steven T. Merkel, CFP®, ChFC

Like the old saying goes- there's only two things in life that are a sure thing...Death and Taxes.  Fortunately for us taxpayers, if you're savvy with your tax planning there are many different "legal" techniques that can be used to help redu...

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