What's New for Your 2025 Year-End Planning Checklist
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Retire Wise | November 2025

2025 is coming to a close, and as we head into the final stretch, it’s the perfect time to make sure your year-end planning is on track. From “super catch-up” contributions for those nearing retirement to new updates under the One Big Beautiful Bill Act (OBBBA), there are some great opportunities to explore. Take a look at this month's Retire Wise newsletter and see what might be a good fit for you.

How to Get a Handle on Lifestyle Creep
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Financial Watch | November 2025

Did you know that nearly 7 in 10 U.S. households are now living paycheck to paycheck? Rising prices and a cooling job market are big factors, but there’s another culprit that often flies under the radar: lifestyle creep. It’s something that can impact anyone, no matter their income. Read this month's Financial Watch newsletter to get tips on how to get a handle on lifestyle creep.

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November 03, 2025

October 2025 Monthly Recap

Latest Publications October 2025 Monthly Recap

The S&P 500 posted solid gains in October, ending within 1% of a new record high set three trading days before month end. Reaffirming optimism in AI, strong earnings and reduced interest rates lifted equities to their sixth straight monthly gain while bonds clinched their third consecutive winning month. Meanwhile, the partial government shutdown, renewed global trade tensions and a brief flare-up in regional-bank concerns moderated gains. Even so, Wall Street appears to be on a solid footing heading into the final two months of the year.

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