Thursday October 21, 2021

News

Our
News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.
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Largest Social Security Increase in Four Decades
Washington
News
The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over...
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Financial Assistance for Aging-in-Place Improvements
Savvy
Living
Do you know of any financial assistance programs that can help seniors with home improvement projects? I would like to...
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRAs and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at...
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