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Blog

A calculator and a pen on top of a graph
Tim Linaugh | Mar 15, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Toddler standing at the bottom of a stone staircase
Tim Linaugh | Mar 15, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Tim Linaugh | Mar 15, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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9915 Mira Mesa Blvd
Suite 110
San Diego CA 92131

Contact Info

(858) 395-2196
Tim@LinaughFS.com

     

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The Leaders Group, Inc. We are a securities Broker Dealer, Registered with the United States Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA), and a member of The Securities Investor Protection Corporation (SIPC) Please be aware that Brokerage and investment advisory services and fees differ and it is important for an investor to understand the difference. Free and simple tools are available to research firms and financial professionals are available at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers and investing.

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