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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

It is a strategic initiative to ensure you are making the most of available opportunities and safeguarding your financial future. For example, there is going to be an increase in tax rates in 2026 due to the onset of the Tax Cuts and Jobs Act. The key takeaway is that asset allocation and risk tolerance are unique to each individual.

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A Guide to the Key Tax Changes for 2025

Harness Wealth

Harness makes it easy to find tax and financial advisors best suited to your needs. For individuals with investments in assets such as stocks, real estate, and other securities, changes in the capital gains taxespecially long-term capital gainswill be particularly relevant. Starting at $1,500 per year.

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