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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Pennell Wealth Advisors, a registered investment advisor. Pennell Wealth Advisors is a separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CT, CA, FL, GA, IL, ME, MA, MN, NH, NJ, NM, NY, NC, OH, PA, RI, SC, SD, UT, VT, VA

CRPC conferred by The College for Financial Planning.

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