Leave a Legacy
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Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.
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Savvy Living

Tips and ideas for a healthy and productive lifestyle.

How to Find a Repair Person

August 22, 2025
What is the best way to find a good maintenance or repair person that can help with small jobs around the house?...

Does Medicare Cover Ambulance Rides?

August 15, 2025
I took an ambulance to the emergency room after I had a fall at home and just received a bill from the ambulance company. Does Medicare cover ambulance rides?...

Where to Find Senior Discounts in 2025

August 8, 2025
Are there any resources available to assist those aged 50 and above in locating senior discounts?...

How to Get Relief from Dry Eyes

August 1, 2025
What kinds of treatments are available to treat dry eyes?...

How to Find Affordable Senior Housing Near You

July 25, 2025
Are there any resources that can help seniors locate affordable housing on a budget?...

What to Know Before Enrolling in Medicare Advantage

July 18, 2025
If I initially enroll in a Medicare Advantage plan, am I able to later enroll in original Medicare and obtain a Medigap policy and prescription drug plan without paying a fine?...

Golf Tools Designed for Senior Golfers

July 11, 2025
Can you recommend golf gadgets that can help older golfers? I like to walk the course, but I have back problems that make stooping over to tee-up or retrieve the ball difficult. I also have some arthritis in my hands which makes gripping the club painful...

Who is Eligible for Social Security Disability Benefits?

July 4, 2025
What do I need to do to receive disability benefits from Social Security?...

What Is a Spousal IRA?

June 27, 2025
What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement savings. In addition to being a homemaker and caregiver, my spouse works part time...

Does Medicare Cover Annual Physical Exams?

June 20, 2025
Does Medicare cover annual physical exams? I have gotten a physical every year and would like to find out what Medicare covers when I sign up in a few months...

Gravesite Maintenance Options

June 13, 2025
Can you recommend any services that offer gravesite cleaning and care?...

Essential Estate Planning Documents

June 6, 2025
What legal documents do I need to manage my care and responsibilities if I am ever unable to do so myself?...

Strategies for Paying Off Credit Card Debt

May 30, 2025
My husband and I are retired and have accumulated a lot of credit card debt over the past few years. We need help paying it off, what can you tell us?...

Does Medicare Cover Eye Exams and Vision Care?

May 23, 2025
Is vision care covered by Medicare? I currently have vision insurance through my employer, but I will lose this coverage when I retire...