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Each year many investors ponder repositioning their portfolio, and for those that hold stock outside of registered accounts, the decisions to do so could have immediate tax implications. If you sell securities that have accrued gains to modify your strategic asset allocation, you’ve essentially increased your taxable income.

If on the other hand, you sell a security at an accrued loss, you can then apply the…

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The getting older child boomers absolutely are a growing segment with the populace. Since they age, they are more likely to have mobility or memory difficulties. They could also have problems with their finances and wish help with handling their revenue.

There are plenty of techniques that can help our…