Saturday October 23, 2021


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Your Living Trust Choices

Personal Planner

IRA and 401(k) Designated Beneficiary Options
Each year, IRAs and 401(k)s are subject to required minimum distributions...
Year-End Preparation for Taxes

Washington News

Largest Social Security Increase in Four Decades
The Social Security Administration has announced a 5.9% increase in...
How to Create a Safe 'Aging in Place' Home

Savvy Living

Financial Assistance for Aging-in-Place Improvements
Do you know of any financial assistance programs that can help seniors with...