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
Does Medicare Cover Mental Health Services?
January 17, 2025
What types of mental health services does Medicare cover? I struggle with anxiety and depression, and my primary care provider recommended that I see a...
The Potential Dangers of Excessive Earwax
January 10, 2025
Can excessive earwax cause serious health problems? What can you tell me about this?...
Food Assistance Programs
January 3, 2025
My parent is struggling to afford groceries and would like to know if they are eligible for food stamps or any other type of assistance...

Washington News
2025 Tax Filing Season Opens January 27
January 17, 2025
The Internal Revenue Service (IRS) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and enhanced tools to help improve customer service...
Free File Open for Tax Filing
January 10, 2025
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File program, the IRS offers access to free tax software filing programs to millions of qualifying...
Charitable Planning in 2025
January 3, 2025
A new year provides an excellent opportunity to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated property...

Personal Planner
Living Trust - Life and Death Decisions
January 24, 2025
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others will determine how your...
Your Living Trust Choices
January 17, 2025
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
Bequests to Your Favorite Charity
January 10, 2025
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity...
Finance News
Stocks
Stitch Fix Reports Results
March 14, 2025
Stitch Fix, Inc. (SFIX) released its second quarter earnings on Tuesday, March 11. The clothing company’s shares increased by over 20% after reporting better-than-expected revenue for the quarter...
Bonds
Treasury Yields Vary
March 14, 2025
Treasury yields dipped early in the week as investors evaluated the latest economic data, which showed that inflation improved from a month ago. Yields recovered later in the week following reports of unemployment claims declining...
Interest
Mortgage Rates Relatively Unchanged
March 14, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, March 13. The survey revealed that mortgage rates remained comparatively steady from the previous week...