Saturday | July 17, 2021
After years of hard work, Kevin and Anna slowly started to see a bit of discretionary income each month. Like all of us, they started thinking of all the ways they could use the small “extra” they were seeing … family vacation, a “new-to-them” vehicle, new carpet for the bedrooms … or should they just save it? College was not that far off for their oldest. If they started saving, what type of account would be best? They realized they had been focused on living paycheck to paycheck for so many years that they really didn’t have a plan for how to use some extra income. They wanted to be wise in their decisions but felt lost as to where to start.
If you have questions about saving like Kevin and Anna, we invite you to CLICK HERE to learn more about saving for short-term, mid-term, and long-term goals.
FINANCES
SAVVY LIVING
The Hidden Dangers of Sleep Apnea
How can you know when someone has sleep apnea? My husband has become such a terrible snorer that he wakes himself up at night, and he keeps me up too.
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PERSONAL PLANNER
Your Family Letter – Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members.
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WASHINGTON NEWS
Advance Child Tax Credit Payments Sent to 35 Million Families
On July 15, 2021, the IRS sent over $15 billion in Advance Child Tax Credit (ACTC) payments. The first set of advanced payments will benefit approximately 35 million families with an estimated 60 million children. Payments will be made each month during the…
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DONOR STORY
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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