Month: August 2025

5 Year-End Strategies for Charitable Giving

By Debra Taylor, CPA/PFS, JD, CDFA With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation. Many people have charitable inclinations, however, they do not realize the variety of ways they can donate or that through donating they can receive significant tax breaks. Even though …

5 Year-End Strategies for Charitable Giving Read More »

6 Savvy Questions About Social Security

By Elaine Floyd, CFP ® Social Security is more complicated than most people think. Here are six of the most common questions that come up on Social Security. With the baby boom generation entering retirement, there’s a lot of demand for good Social Security information. People are confused—both about how the system works, and how these …

6 Savvy Questions About Social Security Read More »

Checklist: Is It Time for Assisted Living?

By Jennifer ReimerHorsesmouth Editorial Assistant How do you know when loved ones are ready for assisted living? Use these guidelines to help spot the warning signs of aging and illness. Rosalyn Carter once said: “There are only four kinds of people in the world—those who have been caregivers, those who are currently caregivers, those who …

Checklist: Is It Time for Assisted Living? Read More »

X
X