The fourth quarter of 2025 is just getting started, but blink and it will be over—now is the time to take stock of your financial picture and make strategic adjustments before the calendar flips to 2026.
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

