Smart Spending

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.

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.

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.