Lawrence Solomon

Client Advisor at Mercer Advisors and 1 other company
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  • Conventional wisdom says if you’re contributing to a 401(k) or other retirement account, you’ll benefit by dollar-cost-averaging throughout the year.

  • Give securities, rather than cash, to charities. By donating securities with a higher value than your original purchase price or cost basis, you can deduct the current fair market value as a charitable donation.

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