As the year draws to a close, it’s a great time to revisit your giving goals. Whether you’re planning future inheritances for family or making charitable contributions, both can be deeply rewarding—and play an important role in your overall tax strategy. To help you plan effectively, we’ve curated timely articles to position yourself for a strong start in 2026.
In this issue of our newsletter, you’ll find:
- Economic Outlook for Q4
- Options for managing an inherited IRA
- Charitable giving strategies under the new tax legislation
- RMD & QCD Deadlines
- Holiday Party date announced below – put this on your calendar!
As you plan for the future, these updates are designed to keep you informed and empowered. As always, know that as you continue on your financial path, we are here to guide you. We encourage you to reach out with any questions.
Ray
Click the image below to read the November 2025 Newsletter. For past publications, check out Insights & Commentaries.
