Thursday July 10, 2025
News
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Personal Planner
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so much change, how can we make plans?" Life...
Washington News
Charitable Planning in July
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land. IRA Charitable Rollover — The IRS refers to the IRA charitable...
Savvy Living
Who is Eligible for Social Security Disability Benefits?
What do I need to do to receive disability benefits from Social Security? Collecting Social Security Disability Insurance (SSDI) benefits when you are unable to work can indeed be challenging. Each year, approximately two million people apply for...
