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.
Savvy Living
The Letter Your Loved Ones Can Treasure
May 29, 2026
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really...
Still Working at 65? Here is How to Handle Medicare
May 22, 2026
My spouse and I are approaching 65, but I am still working and have good health coverage through my employer. Do we need to enroll...
Senior Travel Discounts: How to Save on Your Next Trip
May 15, 2026
My spouse and I are retiring later this year and hope to travel more while we are still active. Are there any senior travel discounts...
Washington News
Child IRA Accounts Launched
May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer...
IRS Reminds Homeowners of Tax Benefits
May 22, 2026
On May 21, 2026, the Internal Revenue Service (IRS) published Tax Tip 2026-42 and reminded taxpayers to review the potential tax benefits available for homeownership. While owning a home can be expensive, certain deductions and...
IRS Highlights Tax Tips
May 15, 2026
On May 12, 2026, the Internal Revenue Service (IRS) published IRS Tax Tip 2026-39 which reminded taxpayers to read any mail received from the IRS...
Personal Planner
Family Business - Sell and Retire
May 29, 2026
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial...
Loans and Sales to Children
May 22, 2026
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 15, 2026
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...
Finance News
Stocks
AutoZone Releases Earnings Report
May 29, 2026
AutoZone, Inc. (AZO) released its third quarter earnings report on Tuesday, May 26. The auto parts company missed quarterly sales estimates, causing shares to fall by 10% following the release of the report...
Bonds
Treasury Yields Fall
May 29, 2026
U.S. Treasury yields declined early in the week as investors assessed the latest economic conditions...
Interest
Mortgage Rates Edge Higher
May 29, 2026
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, May 29. The survey showed mortgage rates increased slightly for the second straight week...
