Wesley D. Crosby, Financial Advisor*
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.