Giving News Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more. Savvy Living I Have a Will — Do I Also Need a Trust? June 5, 2026My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we know... The Letter Your Loved Ones Can Treasure May 29, 2026I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really... Still Working at 65? Here is How to Handle Medicare May 22, 2026My spouse and I are approaching 65, but I am still working and have good health coverage through my employer. Do we need to enroll... All Savvy Living Articles Washington News Free File Still Available for Non-Filers June 5, 2026On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program... Child IRA Accounts Launched May 29, 2026The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer... IRS Reminds Homeowners of Tax Benefits May 22, 2026On May 21, 2026, the Internal Revenue Service (IRS) published Tax Tip 2026-42 and reminded taxpayers to review the potential tax benefits available for homeownership. While owning a home can be expensive, certain deductions and... All Washington News Personal Planner Family Business Bailouts June 5, 2026Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the... Family Business - Sell and Retire May 29, 2026Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial... Loans and Sales to Children May 22, 2026Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs... All Personal Planner Articles Finance News Stocks Ulta Beauty Reports Earnings June 5, 2026Ulta Beauty, Inc. (ULTA) reported its first quarter earnings report on Tuesday, June 2. The beauty retailer’s shares rose as much as 7% following the report’s release... Bonds Treasury Yields Rise June 5, 2026U.S. Treasury yields rose early in the week as investors waited for the latest job hiring numbers from the private sector. Yields continued to climb toward the end of the week after jobless claims rose... Interest Mortgage Rates Edge Lower June 5, 2026Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, June 4. The survey showed mortgage rates decreasing slightly after multiple weeks of increases... All Finance News