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Even if you're financially "well," it's a good bet you have family members/loved ones who struggle financially. The always-wise @SingletaryM shared some best practices for lending financial assistance while also setting boundaries. https://www.morningstar.com/articles/1032992/how-to-help-loved-ones-financially
“[H]efty positions in individual holdings can introduce significant risk into an investment plan. Neglecting to lighten up on them because of the potential tax bill is a classic case of putting the tax cart before the investment horse.” Well said @christine_benz
