2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's tariff announcements, ongoing developments in artificial intelligence stocks, the passage of the One Big Beautiful Bill Act, and more.
A quote often attributed to Winston Churchill is that "it is more agreeable to have the power to give than to receive." The holiday season is a natural time to reflect on charitable giving and the role it can play as part of a comprehensive financial plan.
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several years, which has eroded the purchasing power of cash savings. Today, prices remain elevated for the key spending areas affecting retirees the most, including healthcare, housing, and everyday necessities.
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking "are we in a bubble?"
Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.