Richard A. Gagné and Associates
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The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.