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News

Saturday February 16, 2019

How to Save Money on Your Medication
Savvy Living
I take several medications for multiple health conditions and the prices keep going up, even with insurance. Can you recommend any tips that can help me save? The rising cost of prescription drugs is a problem that stings millions of Americans. While there is not a simple solution, there are strategies and resources that can help reduce your drug costs so you can afford what you need. Here are several to consider. If you have insurance, know your formulary: Most prescription drug plans today have formularies (a list of medications they cover) that place drugs into different "tiers." Drugs in...
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IRS Cautions - Avoid
Washington News
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer's return. These individuals are called "ghost" preparers, because their names are not on the tax returns. The IRS requires each paid preparer to have a 2019 Preparer Tax Identification Number (PTIN). The paid preparer includes his or her PTIN and signs the tax return. For e-filed returns, the paid preparer may use a digital signature. Ghost preparers...
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Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very...
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