Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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.
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
How Long Will Your Funds Last?