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
Are You at Risk for Kidney Disease?
March 21, 2025
What are the risk factors for kidney disease?...
Replacing Important Documents
March 14, 2025
How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns...
When to Worry About Your Memory
March 7, 2025
I have become more forgetful and am concerned it may be an early sign of dementia. Are there any memory screening tools or services to...

Washington News
Avoid Identity Theft During Tax Season
March 21, 2025
During tax season, fraudsters use the latest strategies to steal identities. With the tax filing season in full swing, taxpayers need to remain vigilant for strategies that may involve text messages, emails, phone calls or...
Direct File Expands to 25 States
March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25...
Avoid the Top Tax Return Errors
March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic returns tend to have fewer errors, there are still many taxpayers who improperly report their...

Personal Planner
Life Insurance - Costs and Benefits
March 21, 2025
Let's look at the "top five" reasons people give for not owning life insurance...
'Wait A While' Trust
March 14, 2025
Bill and Clara were talking to their attorney Susan about gifts for their family...
'Give It Twice' Trust
March 7, 2025
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away...
Finance News
Stocks
Dole Releases First Quarter Results
May 16, 2025
Dole plc (DOLE) released its first quarter results on Monday, May 12. The earnings of the global fresh produce company fell short of analysts’ expectations, resulting in a decline in its shares of approximately 4%...
Bonds
Treasury Yields Rise
May 16, 2025
U.S. Treasury Yields rose throughout the week as investors digested the latest inflation data and the developing tariff agreements reached with China and the U.K. Yields declined at the end of the week as the...
Interest
Mortgage Rates Edge Higher
May 16, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, May 15. According to the survey, the mortgage rates for 30-year and 15-year loans ticked up but remained below the 7% mark...