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charitable giving strategies

December 2025 | Monthly Newsletter

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December 2025 | Monthly Newsletter

Smart Money Moves Before December 31st

December is one of the most important months for reviewing your finances, maximizing tax benefits, and setting yourself up for a strong start to 2026. Here are four essential money moves to consider before the year ends.

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November 2025 | Monthly Newsletter

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November 2025 | Monthly Newsletter

As the year winds down, we’re reflecting on gratitude, thoughtful planning, and finishing financially strong. From reviewing coverage to preparing for 2026, here’s your November guide to staying protected, confident, and ready for the year ahead.

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