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How To Maximize Your Tax-Loss Harvest

The Fearless Advisor! How to Maximize Your Tax-Loss Harvest | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

You want to be strategic in handling asset-value declines. Tune in today to learn how to offset capital-gains taxes by maximizing your tax-loss harvest!

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How Floridians Can Invest Money Saved on Taxes

Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.

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What is Conservative Investing?

The Fearless Advisor! What is Conservative Investing? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!

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