Thursday December 1, 2022
News
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Personal Planner
Ten Reasons to Update Your Estate Plan
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are in place. All of your records are safely in place and carefully organized. So you now are finished with your estate...
Washington News
Benefit in 2022 With an IRA Charitable Rollover
Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is calculated using the Uniform Table. Under the Uniform Table, distributions generally start age 72 at approximately 3.7% and...
Savvy Living
How to Find a Daily Money Manager
Are there any services that can help my parent with their financial duties? My parent is having difficulty managing their finances and needs someone to help them on a regular basis. A good solution to help your parent manage their finances is to...
