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  • Writer's pictureRandall Fisher

A financial planning strategy before year end

Find out if you carried over any losses from the sale of investments last year. Use this information to determine if you want to use these losses to offset any investment gains from 2009.

Discuss this with your financial advisor or tax accountant. If you have any questions regarding this strategy, or would like a referral to a financial planner to discuss this, please call our office.

Visit us at for details on how to reach us.

Happy Holidays,

Randy Fisher

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