Making donations to charitable organizations – particularly at year-end – is an annual tradition for many Americans. Some consider it an essential part of the holiday season; to give back. While this behavior on the…
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What You Need to Know About 2022 RMDs
The IRS-mandated required minimum distribution (RMD) had been a fixed constant for many years, going into effect at age 70.5, until the fine print of the rule changed in 2019. Upon the passing of the…
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Your 2022 Medicare Enrollment Window
If you turn 65 in 2022, it is imperative that you sign up for Medicare during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window is different…
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Missing Money: Tips for Getting Back Money You Didn’t Know You Had
Every state has laws on handling unclaimed property. They are designed to answer the question of what to do when a business or organization is holding property for someone else (i.e., a consumer, a creditor,…
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Opting Out of the WA Cares Fund for Long-Term Care Insurance
On April 21, 2021, Washington Gov. Jay Inslee signed into law the Long-Term Services and Supports (LTSS) Trust Act, establishing the WA Cares Fund. The intent is to provide eligible workers who need long-term care…
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