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Tuesday February 11, 2025

News

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Personal Planner

Income for Surviving Spouse

Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,600,000. When Elliot was 70, he rolled over his $600,000 qualified retirement plan into an IRA. Because he is now over age 73, Elliot is taking...

Washington News

Top Tips for Choosing a Tax Preparer

As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax preparers are qualified and can be trusted, some...

Savvy Living

Safe Driving Tips

My parent is starting to experience memory issues but wishes to continue to drive. When is it time for someone to stop driving? Driving performance should be the determining factor of when to stop driving. With that being said, as your...

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