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 Much Ibuprofen Is Too Much?
May 9, 2025
I take Ibuprofen regularly for arthritis pain and headaches, but how can I tell if I am exceeding the safe dosage?...
How to Get Assistance from Social Security
May 2, 2025
I plan to apply for my Social Security retirement benefits later this year. Where should I seek assistance?...
How to Save on Auto Insurance
April 25, 2025
Can you offer any tips to help seniors save on their auto insurance?...

Washington News
Avoiding Scammers Who Claim to be IRS Agents
May 9, 2025
The Internal Revenue Service (IRS) is concerned because there are continuing scams on taxpayers taking place by phone, text, email, and in-person. The IRS reminds taxpayers that it normally initiates contact with a letter or...
Prepare for Summer Wildfires and Hurricanes
May 2, 2025
The Internal Revenue Service (IRS) reminds taxpayers that May is National Wildfire Awareness Month and the week of May 4th to the 10th is National Hurricane Preparedness Week. The National Oceanic and Atmospheric Administration (NOAA)...
Benefit in 2025 With an IRA Charitable Rollover
April 25, 2025
Each year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table...

Personal Planner
Loans and Sales to Children
May 9, 2025
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs...
Gifts with Life Income
May 2, 2025
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...
Gifts of Homes
April 25, 2025
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space...
Finance News
Stocks
Kirkland's Posts Earnings
June 20, 2025
Kirkland’s, Inc. (KIRK) announced its first quarter earnings on Tuesday, June 17. The home decor retailer missed quarterly revenue estimates, causing the company’s stock to drop more than 10% in pre-market trading following the report’s...
Bonds
Treasury Yields Fluctuate
June 20, 2025
U.S. Treasury yields varied this week as investors reacted to the Federal Reserve’s policy update on interest rates. Yields climbed later in the week as the jobless claims report suggested employers are easing on hirings...
Interest
Mortgage Rates Trend Lower
June 20, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Wednesday, June 18. According to the survey, the rate for a 30-year mortgage fell for the third consecutive week...