News

Personal Planner

Bill and Clara were talking to their attorney Susan about gifts for their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the next few...

Washington News

The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25 states. There are multiple benefits for...

Savvy Living

How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns, Social Security and Medicare cards, birth certificates, marriage license and passports. Losing your...

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