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Dear Rochester, Retire Well
David Pulcini
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Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57)
Is tax season leaving you feeling overwhelmed and unprepared? In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor. David and John discuss: … Read More Read More
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