by Cathy Macchietto | Nov 9, 2020 | Uncategorized
Life insurance is a versatile financial planning tool. In the event of your death, it provides money for your loved ones to replace your lost income and creates liquidity to pay taxes and other expenses. And if you purchase “permanent” life insurance, such as whole or...
by Cathy Macchietto | Nov 9, 2020 | Uncategorized
As we approach the end of 2020, it’s a good time to review your investment portfolio for tax- saving opportunities. Although you shouldn’t base your investment decisions on taxes alone, it’s important to weigh the tax implications when buying and selling securities....
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