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
Ways to Make Gardening Easier
May 24, 2024
What tips can you offer to make gardening easier on the body? I love to putter around and work in the garden, but my back...
How to Find a Doctor
May 17, 2024
Can you recommend any resources to help me locate doctors in my area? I am looking for an orthopedic doctor for my elderly parent and...
Finding Affordable Internet Services
May 10, 2024
The Affordable Connectivity Program, which subsidizes my monthly internet bill, is about to end. What are my options for finding affordable home internet services?...

Washington News
IRS States Direct File Is Permanent
May 31, 2024
On May 30, 2024, the Internal Revenue Service (IRS) announced the Direct File program will be a permanent option. The IRS plans to expand Direct File and offer the option for all states to participate...
Free File Extended for Five Years - Direct File Decision Promised Soon
May 24, 2024
On May 22, 2024, the Internal Revenue Service announced a five-year extension of the Free File program. With Free File, taxpayers can use tax-filing software at no cost. During the 2024 filing season, there were...
IRS Cautions Taxpayers About Tax Credits
May 17, 2024
On May 14, 2024, the Internal Revenue Service (IRS) published a consumer alert. The IRS warned taxpayers that there are thousands of returns that include false claims for the Fuel Tax Credit, the Sick and...

Personal Planner
Zero-Tax Cash and Trust
May 31, 2024
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...
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Finance News
Stocks
Goldman Sachs Posts Results
January 17, 2025
Goldman Sachs (GS) released its fourth quarter and full-year earnings on Wednesday, January 15. The company topped analysts’ expectations, causing the investment firm’s shares to climb over 5% after the release of the report...
Bonds
Treasury Yields Fall
January 17, 2025
U.S. Treasury yields fell mid-week as inflation reports revealed consumer prices increased in December. Yields trended lower toward the end of the week as the latest employment data showed the labor market remains resilient...
Interest
Mortgage Rates Reach 7%
January 17, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, January 16. The survey showed the 30-year fixed rate surpassing 7%...