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 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...
Early Signs and Symptoms of Diabetes
September 27, 2024
What are the early signs and symptoms of diabetes? I am 60 years old and was just diagnosed with type 2 diabetes. What did I...

Washington News
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...
Plan Ahead for End-of-Year Gifts in 2024
September 27, 2024
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated land...

Personal Planner
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...
What Do You Own?
October 4, 2024
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara...
Chronic Illness - Care of Your Property
September 27, 2024
If you have a chronic illness, you will need to care both for your person and for your property. There are specific preparations that are important to care for your property...
Finance News
Stocks
Domino's Pizza Releases Earnings Report
February 28, 2025
Domino’s Pizza, Inc. (DPZ) released its fourth quarter and full year earnings report on Monday, February 24. The pizza chain reported lower-than-expected earnings, causing its stock to fall by over 6% following the release of...
Bonds
Treasury Yields Fall
February 28, 2025
Treasury yields fell throughout the week as the markets analyzed economic data indicating signs of a slowdown. Yields remained lower towards the end of the week despite initial jobless claims remaining relatively steady...
Interest
30-Year Mortgage Decline Again
February 28, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, February 27. The survey showed another consecutive drop in the 30-year fixed mortgage rates...