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
Kirkland's Posts Earnings
June 20, 2025
Kirkland’s, Inc. (KIRK) announced its first quarter earnings on Tuesday, June 17. The home decor retailer missed quarterly revenue estimates, causing the company’s stock to drop more than 10% in pre-market trading following the report’s...
Bonds
Treasury Yields Fluctuate
June 20, 2025
U.S. Treasury yields varied this week as investors reacted to the Federal Reserve’s policy update on interest rates. Yields climbed later in the week as the jobless claims report suggested employers are easing on hirings...
Interest
Mortgage Rates Trend Lower
June 20, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Wednesday, June 18. According to the survey, the rate for a 30-year mortgage fell for the third consecutive week...