Monday December 4, 2023
News
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Personal Planner
Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a parent might leave unequal shares. These reasons...
Washington News
Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024. The Saver's Credit allows individuals to contribute up to $2,000 to a retirement plan and...
Savvy Living
Enhance Retirement Savings with a Health Savings Account
I am interested in contributing to a health savings account to boost my retirement savings and would like a better understanding of how they work. What can you tell me? A health savings account (HSA) is a financial tool that can help you accumulate...
