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My ProfileJames Martin2021-07-12T12:56:34-05:00
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  • Using tax blockers with interval and tender-offer funds

  • How to prepare for your car purchase

  • Are you ready for retirement?

  • Financially preparing for back-to-school expenses

  • Good versus great advisors: How to get the most from your financial advisor

  • Batten down the hatches: Fine tune your small business plan for any economic environment

  • How are you getting your paycheck in retirement?

  • Tax implications of One Big Beautiful Bill Act (OBBBA) on business exits

  • Market opportunity and outlook for interval and tender-offer funds

  • What it takes to get (and keep) a mortgage

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