Wesley D. Crosby & Douglas W. Crosby, Financial Advisors*

The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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.
Use this calculator to determine whether you qualify for the different types of IRAs.