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Gold gift card or gold credit card with a gold bow tied around it on gold and sparkly and glittery background. Concept of holiday gift or holiday purchase.
Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation

As the year comes to a close, you may be looking for ways to thank the people around you who make your life easier.

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Person holding mobile phone with icons on screen such as hearts and dollar signs with the word DONATE across the screen. Concept of donating or charitable giving.
Strategies for Smarter Giving

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most.(1)

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Illustration and concept of charitable giving or donating; people holding a heart and coins with dollar symbols and heart on the coins and also holding up gifts.
Record Charitable Giving in 2024

U.S. charities received a record $592.50 billion in 2024, an increase of 6.3% over 2023, driven by a strong stock market and healthy economy.

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Retirement planning at home; diverse couple looking at computer together at their home kitchen table.
Closed-End Funds Could Help Boost Investment Income

Most mutual funds are open ended, which means that the investment company can issue and redeem fund shares to meet investor demand.

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Beneficiary Designations: Who Gets the Money?

The end of the year is a time when families often gather together.

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