Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.


Savvy Living
How SSI Benefits Can Help Older Adults and the Disabled
October 18, 2024
What can you tell me about the SSI program and the eligibility requirements for older adults?...
How to Find an Affordable Medicare Prescription Drug Plan
October 11, 2024
What is the best way to compare Medicare Part D prescription drug plans? My Part D premium is increasing in 2025, and I would like...
CPAP Alternatives for Sleep Apnea
October 4, 2024
I was diagnosed with sleep apnea and have been trying to use a CPAP device for the past six months but cannot tolerate it. Are...

Washington News
Hurricane Milton Relief - IRS Warning About Disaster Scams
October 18, 2024
The Internal Revenue Service (IRS) announced recently that there will be tax relief for 51 counties in Florida. Many of the counties previously qualified for relief under Hurricane Helene, but at least six additional counties...
IRA Required Minimum Distributions by December 31
October 11, 2024
Each year the Internal Revenue Service (IRS) reminds taxpayers over age 73 that they should take a required minimum distribution (RMD) by December 31...
30 Million Potential 2025 Direct File Users
October 4, 2024
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025 Filing Season...

Personal Planner
Social Security
October 25, 2024
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years."...
Married Couples and Property
October 18, 2024
Mary was a surviving spouse. She and her first spouse Ryan owned a lovely home and placed it into joint tenancy with right of survivorship...
Separate and Joint Property
October 11, 2024
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan...
Finance News
Stocks
General Mills Releases Earnings Report
March 21, 2025
General Mills, Inc. (GIS) posted its third quarter earnings on Wednesday, March 19. The company’s stock fell by 3% after reporting lower-than-expected sales for the quarter...
Bonds
Treasury Yields Fluctuate
March 21, 2025
Treasury yields edged lower midweek as investors reacted to the Federal Reserve’s latest policy decision and their outlook for economic growth. Yields trended higher toward the end of the week as the latest employment data...
Interest
Mortgage Rates Edge Up
March 21, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, March 20. The survey revealed that mortgage rates slightly increased but remained below 7%...