Sunday October 1, 2023

Planning articles, news and tips

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Personal Planner

Separate & Joint Property

"My brother Pete and I own a ranch together," said Joe to his advisor. "We...

IRS Chatbots Help 13 Million Taxpayers

In IR-2023-178 the Internal Revenue Service (IRS) announced the use of...

Does Medicare Cover Getting a Second Medical Opinion?

The doctor I currently see thinks I need a knee replacement, but I would...