News

Personal Planner

Gifts with Life Income

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property receives a charitable tax deduction and also benefits from bypassing capital...

Washington News

No IRS Victory Lap on Direct File

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to taxpayers in 12 states. Werfel noted, "There is no...

Savvy Living

Choosing a Retirement Community

Can you help me find retirement communities that offer a range of housing options and care services, from independent living to nursing home care? I plan to downsize from my current home, and I want my next move to be my last. If you want your next...

Finance News

• Bank of America Posts Results
• Treasury Yields Fluctuate
• Mortgage Rates Surge Past 7%