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
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...
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...
Finance News
Stocks
Tyson Posts Quarterly Results
May 9, 2025
Tyson Foods, Inc. (TSN) released its second quarter earnings report on Monday, May 5. The company reported lower than expected sales, causing its stock to trade down 9% following the release of the report...
Bonds
Treasury Yields Fluctuate
May 9, 2025
U.S. Treasury yields varied throughout the week as investors looked ahead to the Federal Reserve’s policy update on interest rates. Yields trended higher at the end of the week as the latest jobs data showed...
Interest
30-Year Mortgage Rate Unchanged
May 9, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, May 8. While 30-year mortgage rate held steady, 15-year rate edged slightly lower...