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
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...
Be Wary of Winter Heart Attacks
December 27, 2024
I have heard that people with heart problems need to be extra cautious during the winter because heart attacks are much more common during that...
Washington News
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...
2025 Tax Filing Season Coming Soon
December 27, 2024
The Internal Revenue Service (IRS) reminds taxpayers that the 2025 filing season is rapidly approaching. The IRS is attempting to provide improved taxpayer services. One of the primary ways for taxpayers to benefit is to...
Personal Planner
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...
Online Accounts
January 3, 2025
At any given time, the average American maintains between 30 and 80 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts...
Living Trusts Versus Wills
December 27, 2024
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994...
Finance News
Stocks
Helen of Troy Posts Earnings
January 10, 2025
Helen of Troy Limited (HELE) reported its third quarter earnings on Wednesday, January 8. Despite reporting better-than-expected revenue, the company’s stock edged 1% lower after the release...
Bonds
Treasury Yields Rise
January 10, 2025
U.S. Treasury yields rose after Minutes from the Federal Reserve’s December policy meeting were released, and investors assessed the possibility of future interest rate cuts. Yields continued higher toward the end of the week as...
Interest
Mortgage Rates Edge Higher
January 10, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, January 9. The survey showed the 30-year fixed rate inching near the 7% range...