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Spring Document Cleaning

Spring Document Cleaning

It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.

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2020 Year-End Tax Moves

2020 Year-End Tax Moves

Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.

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