Saturday | February 13, 2020
It’s normal to feel a little ornery when you think about a budget discussion. But don’t worry … this is not your typical budget conversation. Instead of thinking of a budget as restrictive, we want to help you see it as life-giving. Budgeting can be a very natural process that flows out of your calling and leads to peace, freedom and fulfillment. Join our discussion this week and see if we can help you think of budgeting in a whole new way.
FINANCES
SAVVY LIVING
How to Choose a Medical Alert System
I am interested in getting my mom, who lives alone, a medical alert system. I would like to learn more about wearable options that will let her call for help if she falls or has a medical emergency. What can you tell me to help me choose one?
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PERSONAL PLANNER
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy.
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WASHINGTON NEWS
Avoid “Ghost” Tax Return Preparers
In IR-2021-30, the Internal Revenue Service (IRS) reminded taxpayers to avoid “ghost” tax return preparers. These are tax preparers who will not sign your tax return in an attempt to be invisible. This is an obvious red flag for taxpayers.
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DONOR STORY
Give it Twice Trust
While visiting the Wills Planner on our website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Content from Crescendo Interactive.
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