Planned Giving

Friday September 24, 2021

News

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Personal Planner
Social Security
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years. Given the year I was born, my...
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Washington News
September ACTC Payments and Potential Extension
On September 15, 2021, the Internal Revenue Service sent out the third set of Advance Child Tax Credit (ACTC) payments. Over 35 million families received a total of approximately $15 billion in...
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Savvy Living
Symptoms of COPD
I have struggled with shortness of breath for several years now. I just thought I was experiencing normal aging and had put on a bit of weight, but a friend recently told me about COPD. Could I have...
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