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News

Wednesday March 1, 2017

Choosing the Best Assisted Living Facility
Savvy Living
What tips can you offer for choosing a quality assisted living facility for my mom? Her health and mental abilities have declined to the point that she can't live alone anymore but isn't ready for a nursing home either. If your mom needs some assistance with daily living activities like bathing or getting dressed, managing her medications, preparing meals, housekeeping, laundry or just getting around, an assisted living facility is definitely a good option to consider. Assisted living facilities are residential communities that offer different levels of health or personal care services for seniors who want or need help with daily living. Around 40,000 assisted living facilities (also...
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IRS Complete 'Dirty Dozen' Tax Scam List
Washington News
Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS published the full list for 2017. IRS Commissioner John Koskinen stated, "We continue to work hard to protect taxpayers from identity theft and other scams. Taxpayers can and should stay alert to new schemes which seem to constantly evolve. We urge them to do all they can to avoid these pitfalls – whether old or new." 1. Phishing – Taxpayers continue to receive emails from fraudsters. The emails regularly contain links to fraudulent sites. You should not click on any links from a suspicious email. The IRS states it "will...
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Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a...
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