Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Here are 4 great, and sometimes unexpected, places to raise a family.