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Valerie Gospodarek, CFA
- Jun 18, 2017
- 3 min
5 Easy Steps to
Creating an Estate Plan
If you are one of the 64% of Americans without an estate plan, follow our 5 easy steps to ensuring your assets are distributed as you wish.
55 views0 comments
Valerie Gospodarek, CFA
- May 13, 2017
- 3 min
5 Ways to Handle Investments with Missing Cost Bases
If you aren't able to determine your investments' cost bases, all is not lost - see these 5 ways of handling them.
76 views0 comments
Valerie Gospodarek, CFA
- Apr 8, 2017
- 3 min
Get to Know Your Cost Basis Now & Save at Tax Time
What is cost basis and why is it important?
98 views0 comments
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