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Charles Melka, CFP®, CPA, CLTC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and CPM Financial Services are separate entities from LPL Financial.

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