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Contact: Brian East, CFP®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.
The One Big Beautiful Bill Act includes many provisions that affect higher education.
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.