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How Advisor Helps Couple Save On Capital Gains Taxes Thumbnail

How Advisor Helps Couple Save On Capital Gains Taxes

Joe Conroy, an independent certified financial planner with Harford Retirement Planners in Bel Air, Md., with more than $100 million in assets under management, has a couple who are clients and who fit that bill. The couple was referred to Conroy by their accountant who thought their lucrative financial situation could benefit from his guidance.

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Career Planning In Your 50s Thumbnail

Career Planning In Your 50s

You're at the top of your game, and things are going great ... until. Your years of experience and the higher salary that likely comes with them could put a target on your back. So be ready.

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