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Blog

Driving on the open road in the desert with mountain backdrop
DSI Wealth Management | Nov 4, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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A grove of orange trees.
DSI Wealth Management | Nov 4, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Contact

70 S. Lake Ave. Suite 900
Pasadena, CA  91101

626-919-3456
norma@dsiwm.com

Services

Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Planning for Business Owners

 

 


 

Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

Chad Beck | California | 70 S. Lake Ave. Suite 900, Pasadena, CA 91101 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 70 S. Lake Ave. Suite 900, Pasadena, CA 91101 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

LPL Financial Form CRS

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