Thursday September 28, 2023
News
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Personal Planner
What Do You Own?
John and Helen have been thinking about updating their estate plan. They called and made an appointment with...
Washington News
Natural Disaster Tax Deadline October 16
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that...
Savvy Living
Choosing the Right Stair Lift
Due to my chronic arthritis, I have a very difficult time going up and down stairs. I am interested in...
Charitable Gift Annuity
A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.