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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.

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Savvy Living

The Letter Your Loved Ones Can Treasure

May 29, 2026
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really...

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Washington News

Child IRA Accounts Launched

May 29, 2026
The 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...

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Personal Planner

Family Business - Sell and Retire

May 29, 2026
Bill 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...

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Finance News

Stocks

AutoZone Releases Earnings Report

May 29, 2026
AutoZone, Inc. (AZO) released its third quarter earnings report on Tuesday, May 26. The auto parts company missed quarterly sales estimates, causing shares to fall by 10% following the release of the report...

Bonds

Treasury Yields Fall

May 29, 2026
U.S. Treasury yields declined early in the week as investors assessed the latest economic conditions...

Interest

Mortgage Rates Edge Higher

May 29, 2026
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, May 29. The survey showed mortgage rates increased slightly for the second straight week...

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