News

• Bank of America Posts Results
• Treasury Yields Fluctuate
• Mortgage Rates Surge Past 7%

Can you help me find retirement communities that offer a range of housing options and care services, from independent living to nursing home care? I plan to downsize from my current home, and I want my next move to be my last. If you want your next move to be your last, an all-inclusive retirement community – also known as a continuing-care retirement community (CCRC) – is a great option to consider. Here is what you should know and some tips to consider. What are CCRCs? CCRCs are distinct from other types of senior accommodations because they provide a comprehensive range of housing, services and care options available in one convenient location. While the appearance and services of CCRCs can vary greatly, most provide apartments or sometimes single-family homes for active independent seniors. CCRC Features: CCRCs offer onsite assisted living for seniors who require...
Learn More

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to taxpayers in 12 states. Werfel noted, "There is no victory lap here. There is a lot more work to do.” While Werfel was not ready to announce the next steps for the Direct File program, the IRS is completing a review and will release a more complete plan in the near future. A major project for the IRS is to improve and update the information technology (IT) system. Werfel continued, "The main system at the IRS — that is, the engine for all individual returns — is on the cusp of finally being turned into a modern solution." The IRS Commisioner highlighted the success of taxpayer online accounts. Werfel noted, "The idea is to make those individual online accounts as fully...
Learn More

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is...
Learn More