Eric Swanson

senior couple meeting with financial advisor about tax loss harvesting

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How to Use Tax-Loss Harvesting to Potentially Offset Gains and Save Money

Learn how tax-loss harvesting can help reduce capital gains exposure...

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What to Do With Your Tax Refund
What to Do With Your Tax Refund

As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...

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