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
Does Medicare Cover Eye Exams and Vision Care?
May 23, 2025
Is vision care covered by Medicare? I currently have vision insurance through my employer, but I will lose this coverage when I retire...
Tips for Job Seekers
May 16, 2025
What advice do you have for finding employment opportunities?...
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?...

Washington News
IRS Increases Use of Chatbots
May 23, 2025
Since the first chatbots were installed by the Internal Revenue Service (IRS) in December of 2021, the Service has continued to improve and increase the use of computers to assist taxpayers...
IRS Advice for Late Filers, Extenders and Nonprofits
May 16, 2025
In a series of letters, the Internal Revenue Service (IRS) provided advice to late filers, those who have extended their deadline to file until October and nonprofits. Taxpayers who missed the April 15 filing deadline...
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...

Personal Planner
Family Limited Partnerships
May 30, 2025
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members...
Family Business Bailouts
May 23, 2025
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the...
Family Business - Sell and Retire
May 16, 2025
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...
Finance News
Stocks
Campbell's Dishes Up Results
June 6, 2025
The Campbell’s Company (CPB) released its third quarter earnings report on Monday, June 2. Despite reporting increased net sales for the quarter, the company’s shares decreased almost 2% following the release...
Bonds
Treasury Yields Vary
June 6, 2025
U.S. Treasury yields fell early in the week as investors reacted to the latest payroll data for the private job sector. Yields continued to decline towards the end of the week after jobless claims rose...
Interest
Mortgage Rates Decline
June 6, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, June 5. According to the survey, the mortgage rates for 30-year and 15-year loans fell for the first time in over a month...