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Blog

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Oct 19, 2024
Categories
Investments
Tax Planning
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How to Reprogram & Improve Your Money Mindset

Oct 2, 2024
Categories
Finance
Investments
Savings
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7 Milestones At Age 50 & Above

Sep 19, 2024
Categories
Retirement
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4 Pervasive Myths About Inflation

Sep 4, 2024
Categories
Investments
Finance
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How to Beat Investing FOMO: The Power of Patient Wealth Building

Aug 20, 2024
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Investments
Finance
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3 Investment Factors that Don’t Drive Long-term Returns

Aug 2, 2024
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Investments
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A Guide to Pensions & Retirement Benefits

Jul 18, 2024
Categories
Retirement
Investments
Tax Planning
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Practical Tips: How to Avoid These 4 Estate Planning Missteps

Jul 2, 2024
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Finance
Lifestyle
Estate Planning
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jun 19, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
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Longevity in Retirement & What You Should Know

Jun 3, 2024
Categories
Investments
Retirement
Finance
Savings
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

May 20, 2024
Categories
Finance
Lifestyle
Retirement
Health
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Top 4 Social Media Money Scams & How to Spot Them

May 1, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
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Securities & Advisory Services offered through Western International Securities, Inc. ("WIS") Member FINRA/SIPC & a SEC Registered Investment Adviser. ClearCoast WM and Western International Securities, Inc. are separate and unaffiliated entities.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.

WIS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.

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