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Kiplinger
Kiplinger
Business
Brooke Jackson, CFP®

Seven Moves for High-Net-Worth People to Make Before End of 2025, From a Financial Planner

Building Wealth OBBBA
An older woman and her daughter work on financial paperwork.

For many affluent families, the end of the year brings more than holiday traditions and travel. It's also one of the most critical windows for financial planning.

When done right, year-end planning can reduce taxes, align finances with family goals and set the stage for greater confidence heading into the new year.

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