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Recordkeeping: How To Get All That Paper Under Control

It’s spring cleaning time, and that includes your tax paperwork. While it can get a bit confusing, there are some general guidelines that you can follow. Income tax returns. These should be kept...

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Do Mutual Fund Tax Planning

Are mutual funds part of your portfolio? As you begin your late-summer investment review in preparation for year end, think about how your funds can affect your federal income taxes. Here are two...

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