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New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.