GiftLegacy eNewsletter June 2, 2018


PERSONAL PLANNER
Caring for Minor Children
“Who would take our children? I am not sure anyone would be willing to take them,” remarked Shelly to her attorney, Jim. “It’s not that they aren’t good children. They are all fine, but there are 11 of them! If something happens to Pat and me, who will take… Read More
SAVVY LIVING
How to Find Retiree Travel Perks
What types of travel discounts are available to older travelers? I just retired and am interested in learning about travel deals for people over 60. Read More
YOUR PLAN
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home. Read More
WASHINGTON NEWS
Protect Yourself by Knowing How the IRS Makes Contact
One of the primary ways to protect yourself from tax scammers is to understand the IRS’ policies for contacting taxpayers. In IR-2018-12, the Service shared specifics on IRS contact policies. Read More
FINANCES

Stocks – HP Reports Quarterly Earnings Read More
Bonds – Strong Jobs Report Lifts Treasury Yields Read More
CDs and Mortgages – Mortgage Rates Decline Read More

 

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