CrossleyShear Wealth Management’s Quarterly Newsletter

Summer 2024

From the Desk of Dale Crossley and Evan Shear

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4 priceless money lessons for kids

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Life-changing events change your taxes, too

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Will the sun set on generous estate and gift tax exemptions in 2026?

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Identify the connection between net worth and risk tolerance

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15-Minute Moist & Crispy Pan-fried Cod Recipe Doesn't Need a Sauce

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