Richard A. Gagné and Associates
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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.
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.