Monday March 20, 2023


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Gifts of Stock

Personal Planner

Gifts of Stock

What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to...

Stress-Free Tax Filing Tips

Washington News

Stress-Free Tax Filing Tips

As the tax season moves into high gear, the Internal Revenue Service (IRS) published a series of tax tips for...

Medicare Surcharges When Income Changes

Savvy Living

Medicare Surcharges When Income Changes

I currently have high Medicare premium surcharges due to my past income. My income has dropped since I retired...


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Danny Ferrell Danny Ferrell » Executive Director, Gift Planning

Tammy Wernke Tammy Wernke » Senior Director, Gift Planning

Jennifer Morand Jennifer Morand » Assistant Director, Gift Planning