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 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...
How SSI Benefits Can Help Older Adults and the Disabled
October 18, 2024
What can you tell me about the SSI program and the eligibility requirements for older adults?...
Washington News
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...
Hurricane Milton Relief - IRS Warning About Disaster Scams
October 18, 2024
The Internal Revenue Service (IRS) announced recently that there will be tax relief for 51 counties in Florida. Many of the counties previously qualified for relief under Hurricane Helene, but at least six additional counties...
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."...
