12/09/2025
While the holiday season is rich in joy, it can also bring unexpected expenses. To help you keep your finances on track, we’re sharing simple holiday budgeting tips you can start using today.
As always, if you have any investing or wealth management questions, we're here to help.
While the holiday season is rich in joy, it can also bring unexpected expenses. To help you keep your finances on track, we’re sharing simple holiday budgeting tips you can start using today.
As always, if you have any investing or wealth management questions, we're here to help.
While the holiday season is rich in joy, it can also bring unexpected expenses. To help you keep your finances on track, we’re sharing simple holiday budgeting tips you can start using today.
As always, if you have any investing or wealth management questions, we're here to help.
If charitable giving is part of your tax strategy or estate plan, now is the time to act. To ensure your donations count toward your 2025 tax return, here are a few important reminders before the December 31st deadline:
✅ Cash or check donations should be delivered in person or mailed early enough to ensure they’re received and receipted by the nonprofit by December 31st. Online donations must be submitted by midnight on December 31st.
✅ Gifts of appreciated securities may take longer to process, so coordination with custodians or brokers must occur well in advance.
✅Contributions to donor-advised funds must also be finalized before year-end.
Have questions or need assistance? Give us a call today!
Investment Advisory Products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 3483355 - 11/25