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Trim Your 2023 Tax Return with Tax-Loss Harvesting

With the December 27, 2023, deadline fast-approaching, contact your Rothenberg Wealth Management Advisor to see if your investment portfolio can benefit from this strategy, and if you can save money on your 2023 personal income tax return. Investing is the key to growing your wealth, but you can’t always expect to take profits from all […]

Summer 2023 Bucket List by Robin Esrock

Travel personality and bestselling author Robin Esrock has reported from over 100 countries on 7 continents.  We’ve invited him to share his summer travel inspiration.        Global Dream of the Summer:  Slovenia Of all the countries that once made up the former Yugoslavia, Slovenia has emerged as the undiscovered gem of Central Europe.  The […]

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