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Carol A. Dehen
Managing Director

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial and its Financial Advisors do not provide tax or legal advice. Please consult your tax advisor or attorney for tax and legal advice involving estate planning and personal trusts. LPL FInancial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.

Mosaic Wealth Management LLC is not in any way associated or affiliated with Madison Investment Advisors or the Madison Mosaic^® Funds.

Securities related services may not be provided to individuals residing in any state not listed below. This information is intended for use only by residents of the following states in which the representative is registered:

We are registered to sell Securities in the following states:
Arizona, Florida, Illinois, Kentucky, Massachusetts, Michigan, Montana, North Carolina, Ohio, Texas and Wisconsin.

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