News

Friday February 22, 2019

Savvy Living
Helping Seniors Extend Their Driving Years
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
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Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Washington News
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after...
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