Monday April 22, 2024


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Personal Planner

Gifts with Life Income

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated...

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...

Savvy Living

Choosing a Retirement Community

Can you help me find retirement communities that offer a range of housing options and care services, from...