Coleman Financial Services LLC
Proudly serving generations of local Pittsburgh families and businesses since 1985.
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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.
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Here are some steps to help handle challenging times and potentially emerge even stronger.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much do you need to save each year to meet your long-term financial goals?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.