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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

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Office: (203) 264-4454
Fax:(203) 264-7077

dbedard@bedardadvisors.com

 

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Bedard Advisors, LLC
Office: (203) 264-4454
Fax:(203) 264-7077

30 Poverty Road
Southbury, CT 06488

dbedard@bedardadvisors.com

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