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Tax Quick Reference Guide

March 7, 2025

Defining Your Money Values
Get Artsy in Retirement
When Adult Children Move Back Home
5 Financial Misconceptions About Retirement
Don’t Let Comfort Cost You: Status Quo Bias
5 Estate Planning Considerations
Forward Focus: Positioning Portfolios for 2025
Stay on Course: Prepare to Steer Through Volatility
Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

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