Smart Spending

Person Doing Taxes
October 30th, 2025

Tax Breaks and Strategies for Seniors

Discover tax-saving opportunities specifically designed for seniors age 65 and older. Explore free tax assistance programs, retirement account strategies, medical deductions, and important filing thresholds that can help you minimize taxes and maximize savings.

Person Doing Taxes
June 8th, 2022

Cut Caregiving Costs: Tax Credits & Financial Help

Following are two major areas of focus where you should concentrate your efforts when looking to reduce the cost of caring for your parent or loved one.

Estate Planning
March 16th, 2021

5 Key Estate Planning Documents

While there are many documents you can use to indicate your wants after death or incapacitation, below are five key documents you may want to consider having.

Person Doing Taxes
February 15th, 2021

5 Ways to Minimize Your Taxes In Retirement

Whether you’re just starting the planning process or already retired, there are things you can do to lower your taxes and keep more of your hard-earned money.

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