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Contact: Brian East, CFP®Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Determine whether you should consider refinancing your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.