Bequest—If you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.
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A charitable gift annuity is a great way to support our mission while leaving a lasting legacy
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IRA Charitable Rollover—If you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.
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Savvy Living
After taking a fall last month, my doctor suggested I start doing balance exercises. Do you have any tips for...
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Washington News
At publication time, Hurricane Ian has passed over Florida and has touched down in South Carolina. Nearly two million Florida residents are without power. The estimated fatalities from Hurricane Ian is now over 20.
Florida Emergency Management Director Kevin Guthrie stated on Friday that the number of deaths could be higher than reported. Hurricane Ian was a Category 4 storm when it reached the west coast of Florida on Wednesday with winds over 125 mph during most of its path through Central Florida.
On Friday, President Biden spoke with Florida Governor Ron DeSantis and Federal Emergency...
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Personal Planner
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having...
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
