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...

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...

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...

Child IRA Accounts Launched

May 29, 2026
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IRS Reminds Homeowners of Tax Benefits

May 22, 2026
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IRS Highlights Tax Tips

May 15, 2026
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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...

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...

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...