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Archive for April 2015

Tax Efficient Investing

By Alegria Network Administrator | April 17, 2015

Many employed individuals participate in a defined contribution plan sponsored by their employer, or they have an IRA, and chances are money is invested in mutual funds within those plans.

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Personal Financial Statement

By Alegria Network Administrator | April 3, 2015

Before we discuss what should be included, let’s talk about why you may need a personal financial statement and what a personal financial statement does for you.

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