The Letter Your Loved Ones Can Treasure

May 29, 2026
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really...

Still Working at 65? Here is How to Handle Medicare

May 22, 2026
My spouse and I are approaching 65, but I am still working and have good health coverage through my employer. Do we need to enroll...

Senior Travel Discounts: How to Save on Your Next Trip

May 15, 2026
My spouse and I are retiring later this year and hope to travel more while we are still active. Are there any senior travel discounts...

Child IRA Accounts Launched

May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer...

IRS Reminds Homeowners of Tax Benefits

May 22, 2026
On May 21, 2026, the Internal Revenue Service (IRS) published Tax Tip 2026-42 and reminded taxpayers to review the potential tax benefits available for homeownership. While owning a home can be expensive, certain deductions and...

IRS Highlights Tax Tips

May 15, 2026
On May 12, 2026, the Internal Revenue Service (IRS) published IRS Tax Tip 2026-39 which reminded taxpayers to read any mail received from the IRS...

Family Business - Sell and Retire

May 29, 2026
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 22, 2026
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 15, 2026
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...