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
Osteoporosis Risks, Detection and Treatment Options
November 8, 2024
Can a person in their early fifties develop osteoporosis? I fell and broke my wrist last winter, and my doctor told me I might have...
How to Choose a Memory Care Unit for a Loved One
November 1, 2024
My parent has dementia and cannot live at home any longer. What are some things to consider in finding an excellent memory care residential facility?...
Do You Need a Pneumonia Shot?
October 25, 2024
I recently turned 65 and would like to know if I should get the pneumonia vaccine? Which type of vaccine do I need and is...
Washington News
How to Make an IRA Gift to Charity
November 8, 2024
Each year the Internal Revenue Service (IRS) reminds owners of traditional IRAs who are over 70½ that they may make a charitable gift from a traditional IRA. The IRS refers to an IRA charitable rollover...
Happy Holidays for Fraudsters and Scammers
November 1, 2024
In IR-2024-283, the Internal Revenue Service (IRS) reminded taxpayers to be cautious about fraudsters during the holiday season...
How to Claim a 30% Home Energy Credit
October 25, 2024
On October 24, 2024, the Internal Revenue Service (IRS) released guidance on energy-efficient home improvement credits. The IRS explained the qualifications and rules for improving your home and making it more energy efficient...
Personal Planner
IRAs - Regular and Roth
November 8, 2024
While Social Security will provide approximately 40% of the average person's retirement income, an Individual Retirement Account (IRA) is an essential addition for a successful retirement...
401(k) Retirement Plans
November 1, 2024
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k)...
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."...
