4821 East 2nd Street
Long Beach, CA 90803

Dennis C. Smith

(562) 243-6912

Prosperity Planned and Managed

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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This calculator can help determine whether it makes sense to refinance your mortgage.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.