Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.