Wednesday March 22, 2023

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Gifts of Stock

Personal Planner

Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go...
Stress-Free Tax Filing Tips

Washington News

Stress-Free Tax Filing Tips
As the tax season moves into high gear, the Internal Revenue Service (IRS)...
Medicare Surcharges When Income Changes

Savvy Living

Medicare Surcharges When Income Changes
I currently have high Medicare premium surcharges due to my past income. My...
scriptsknown

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.