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October Client Bulletin

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In October’s newsletter, read about several planning strategies to consider as time is winding down to implement tax cutting measures for 2022.

January Cleint Bulletin

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Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year’s resolutions on track.