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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Want some numbers to back that up? According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. IBM has announced that it plans to invest $150 billion in the U.S.

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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

Given the breadth and recency of the bill, tax, financial, and legal professionals will need time to assess the impact and consider various planning strategies. These changes will require additional planning for taxpayers, including considering the use of ‘bunching’ strategies to maximize the tax benefits of giving.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Once an investment property is acquired, a number of ongoing tax strategies can be used to reduce taxable income and improve cash flow. Effective exit planning offers the opportunity to potentially defer or even eliminate capital gains taxes. What are the key tax strategies during real estate ownership?

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A Guide to the Key Tax Changes for 2025

Harness Wealth

What are the changes to 529 plans in 2025? Higher 401(k) contribution limits: Starting in 2025, individuals can contribute up to $23,500 to their 401(k) plans, marking an increase from the 2024 limit of $23,000. This adjustment also applies to participants in 403(b) plans, governmental 457 plans, and the Federal Thrift Savings Plan.

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RSUs 101: An Introduction to Restricted Stock Units

Zajac Group

You can determine the grant value of a newly issued RSUs by multiplying the number of units granted by the FMV of your companys stock on the grant date. If you believe youll likely owe more at tax time, make a plan for addressing the additional tax liability. Read more about double-trigger RSUs here. Have Questions About Your RSUs?

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Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy

Carson Wealth

President Eisenhower once said, Plans are useless, but planning is everything. Have a plan for the next time things are bad out there. Or will you use it as a time to follow your plan? Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Are you going to panic? Its the opposite.

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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Number 8860726. Specifically, the Russian government can pay a limited number of expenditures starting on Oct. Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. Registered in England and Wales.