News Archives
April 19, 2024
Washington News
No IRS Victory Lap on Direct File
Savvy Living
Choosing a Retirement Community
Personal Planner
Gifts with Life Income
April 12, 2024
Washington News
Social Media Scams and Ghost Tax Preparers
Savvy Living
Health Travel Tips for Travelers
Personal Planner
Gifts of Homes
April 5, 2024
Washington News
April 15 - File or Extend?
Savvy Living
Best Cell Phones for Seniors
Personal Planner
Gifts of Land
March 29, 2024
Washington News
Tax Season Phishing and Smishing Scams
Savvy Living
Updating Medicare and Social Security When You Move
Personal Planner
Gifts of Stock
March 22, 2024
Washington News
Ten IRS Tips To Avoid Tax Return Errors
Savvy Living
Who Should Be Screened for Lung Cancer?
Personal Planner
Gifts of Cash
March 15, 2024
Washington News
Direct File Pilot Launched in 12 States
Savvy Living
Burial Benefits for Veterans
Personal Planner
Irrevocable Life Insurance Trust (ILIT)
March 8, 2024
Washington News
IRS Reminds Taxpayers to Report Digital and Other Income
Savvy Living
Navigating Prescription Expenses
Personal Planner
Life Insurance - Costs and Benefits
March 1, 2024
Washington News
Many Taxpayers Benefit From "Where's My Refund?"
Personal Planner
'Wait A While' Trust
February 23, 2024
Washington News
Rising Traffic on IRS Website
Savvy Living
Driving Safety Tips
Personal Planner
'Give It Twice' Trust
February 16, 2024
Washington News
Peak IRS Phone Support After Presidents Day
Savvy Living
Does Medicare Cover Weight-Loss Treatments?
Personal Planner
Trusts for Creative Spenders
February 9, 2024
Washington News
Initial Rollout of IRS Direct-File Pilot
Savvy Living
Do I Need to File a Tax Return This Year?
Personal Planner
Trusts to Protect Children
February 2, 2024
Washington News
Top IRS Tips for Smooth Tax Filing
Savvy Living
User-Friendly Dental Care Products
Personal Planner
Trusts for Surviving Spouse
January 26, 2024
Washington News
IRS Offers Direct File Pilot Program
Savvy Living
Managing Social Media Accounts After a Passing
Personal Planner
Income for Surviving Spouse
January 19, 2024
Washington News
IRS Free File Now Available
Savvy Living
Essential Topics to Discuss with Aging Parents
Personal Planner
How to Fund Your Living Trust
January 12, 2024
Washington News
IRS Announces Starting Date for Filing 2023 Returns
Savvy Living
Are You at Risk of Developing Glaucoma?
Personal Planner
Living Trust - Life and Death Decisions
January 5, 2024
Washington News
Online Tools for Convenient Tax Filing
Savvy Living
Medicare Spousal Coverage
Personal Planner
Your Living Trust Choices
December 29, 2023
Washington News
Optimize Financial Plans for 2024
Savvy Living
Tips on Caring for an Aging Parent
Personal Planner
Bequests to Your Favorite Charity
December 22, 2023
Washington News
IRS Highlights New Required Minimum Distribution (RMD) Rules
Personal Planner
Online Accounts
December 15, 2023
Washington News
Time is Short for IRA Gifts to Charity
Savvy Living
How to Ease the Winter Blues
Personal Planner
Living Trusts Versus Wills
December 8, 2023
Washington News
Deduct Your End of Year Gifts
Savvy Living
Smart Home Devices
Personal Planner
Ten Reasons to Update Your Estate Plan
December 1, 2023
Washington News
Benefits From the Saver's Credit
Personal Planner
Passing Unequal Shares in Your Will
November 24, 2023
Washington News
National Tax Security Awareness Week
Savvy Living
How an Incentive Trust Can Influence Your Heirs
Personal Planner
Wills - Good and Bad
November 17, 2023
Washington News
IRS Encourages IRA Gifts To Charity
Savvy Living
Financial Assistance Programs for Everyday Needs
Personal Planner
Wills - Perils of Probate
November 10, 2023
Washington News
IRS Announces Paperless Processing for 2024
Savvy Living
Understanding Medicare Advantage Ads
Personal Planner
IRA and 401(k) Designated Beneficiary Options
November 3, 2023
Washington News
End-of-Year Gift Planning in 2023
Savvy Living
Simplified Universal Television Remotes
Personal Planner
IRA Charitable Rollover
