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
Tips for Choosing a Walker
September 6, 2024
Can you give me some tips on choosing an appropriate walker for my parent? My parent has some balance issues as well as arthritis and...
Does Medicare Cover Cataract Surgery?
August 30, 2024
Does Medicare cover cataract surgery? My eye doctor recently told me I have developed cataracts and should consider making plans for surgery in the next...
How to Choose a Walk-In Bathtub
August 23, 2024
Because of my back pain and mobility issues, I am interested in getting a walk-in bathtub that is safe and easy to get in and...

Washington News
September is Peak Hurricane Season
September 6, 2024
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records...
End-of-Summer Tax Checkup
August 30, 2024
On August 27, the Internal Revenue Service (IRS) reminded taxpayers to use this end-of-summer opportunity to review their withholdings or tax payments. The IRS recognizes that most taxpayers receive a refund during the filing season...
Teachers Return to School and Deduct $300
August 23, 2024
As teachers return to the classroom, the Internal Revenue Service (IRS) reminds educators they should consider the deduction for classroom expenses. During the next few weeks, both parents and teachers face back-to-school expenses...

Personal Planner
Planning for Senior Care
September 13, 2024
Planning for retirement and senior care is very important. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving...
Planning with a Serious Illness
September 6, 2024
If at some point in life you have a serious illness, there are a number of planning options that should be considered...
Living Wills and Advance Directives
August 30, 2024
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, most states now permit...
Finance News
Stocks
La-Z-Boy Delivers Earnings Report
February 21, 2025
La-Z-Boy, Inc. (LZB) announced its third quarter earnings on Tuesday, February 18. Although the residential furniture retailer exceeded quarterly revenue estimates, the company’s stock dropped by over 1% following the report’s release...
Bonds
Treasury Yields Fluctuate
February 21, 2025
Treasury yields varied this week as investors digested the latest economic data. Yields trended lower toward the end of the week as the latest employment data showed an uptick in unemployment claims filed...
Interest
Mortgage Rates Retreat
February 21, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, February 20. The survey showed the 30-year fixed mortgage rate continuing to slowly inch down from 7%...