Published in the Bradenton Herald 02/14/20 A growing trend I have seen is people ...

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Published in the Bradenton Herald 12/30/19 Just in time for Christmas, HR 1865 SECURE ...

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Every new year brings a new set of financial planning challenges and opportunities. With ...

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By GA​RDNER SHERRILL |Investor’s ColumnSeptember 27, 2016Five Simple Ideas for Tax​ Efficient InvestingI’ve written ...

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THE BASICS OF TAX LOSS HARVESTING You may have heard of tax loss harvesting. ...

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It’s not always a good idea to rollover company stock from a 401(k) plan to ...

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