Is an IRA charitable rollover always the best way to give?

  In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More

WGWAW 2021 IRMAA Medicare Cost Adjustment

2021 IRMAA Medicare Cost Adjustment (pdf)… Read More

WGWAW Your age when you activate your benefit is important!

WGWAW Your age when you activate your benefit is important! (pdf)… Read More

WGWAW What You Should Know

WGWAW What You Should Know (pdf) The year you were born determines your Full Retirement… Read More

Womenology: Parent Caregiving Resources

Caregiver Resource Sheet (pdf)… Read More

Womenology: Financial Wellness Resources

Financial Wellness resources (pdf)… Read More

Womenology: Budgeting Worksheet

Budgeting Worksheet (pdf)… Read More

Womenology: Women & Investing Handout

Women & Investing (pdf)… Read More

Womenology: Caregiver Checklist

You as a Caregiver – Caring for Older Parents Checklist (pdf)… Read More

LTC: Tools & Calculators to Identify Financial Exposure

Tools and Calculators to identify gaps in your LTC financial protection.… Read More