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 to Choose a Walk-In Bathtub
August 23, 2024
Because of my back pain and mobility issues, I am interested in getting a walk-in bathtub that is safe and easy to get in and...
Paying for Nursing Home Care with Medicaid
August 16, 2024
If my parent needs to move into a nursing home, what are the eligibility requirements to receive Medicaid coverage?...
Update Your Social Security Account
August 9, 2024
I recently received an email that I needed to update my online Social Security account. Is this legitimate or is it a scam?...

Washington News
Teachers Return to School and Deduct $300
August 23, 2024
As teachers return to the classroom, the Internal Revenue Service (IRS) reminds educators they should consider the deduction for classroom expenses. During the next few weeks, both parents and teachers face back-to-school expenses...
Direct File Available in 18 States Next Year
August 16, 2024
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) recently announced that Connecticut and Maine will be the 17th and 18th states to join the 2025 Direct File program...
Energy Credits Reduce Summer Electric Bills
August 9, 2024
Over 3.4 million taxpayers have benefited from $8.4 billion in energy credits. As August air-conditioning bills mount, many homeowners are considering residential energy investments for home improvements...

Personal Planner
Your Family Letter - Memorial Services
August 23, 2024
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation...
Integrity and Initiative
August 16, 2024
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world...
Helping Children Tomorrow
August 9, 2024
Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the 1940s or 1950s and have a strong desire to save and invest in order...
Finance News
Stocks
General Mills Releases Earnings Report
March 21, 2025
General Mills, Inc. (GIS) posted its third quarter earnings on Wednesday, March 19. The company’s stock fell by 3% after reporting lower-than-expected sales for the quarter...
Bonds
Treasury Yields Fluctuate
March 21, 2025
Treasury yields edged lower midweek as investors reacted to the Federal Reserve’s latest policy decision and their outlook for economic growth. Yields trended higher toward the end of the week as the latest employment data...
Interest
Mortgage Rates Edge Up
March 21, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, March 20. The survey revealed that mortgage rates slightly increased but remained below 7%...