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don daigle

April 18, 2024

Here are three tax-planning missteps I often see clients make—and how you can avoid them in your own financial life. 1. Having too much tax withheld from your paycheck: According...

March 21, 2024

Investors looking for diversification often turn to the world of funds. Actively managed mutual funds, index mutual funds, and exchange-traded funds (ETFs) can provide broad, diversified exposure to an asset...

February 22, 2024

Your first financial order of business is to collect the many documents required to deal with the deceased’s financial affairs. Order at least 10 certified copies of the death certificate....

November 15, 2023

The end of year is a good time for investors to think about their portfolios and overall savings and investing approach. In between your holiday parties and family time, you...

January 4, 2023

Investors looking for diversification often turn to the world of funds. Actively managed mutual funds, index mutual funds, and exchange-traded funds (ETFs) can provide broad, diversified exposure to an asset...

November 23, 2022

Your first financial order of business is to collect the many documents required to deal with the deceased’s financial affairs. Order at least 10 certified copies of the death certificate....

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