FIDUCIARY BRIEFCASE
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In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors a guest column ‘Is an IRA charitable rollover always the best way to give?’ Click here to read the article Read More
2021 IRMAA Medicare Cost Adjustment (pdf) Read More
WGWAW Your age when you activate your benefit is important! (pdf) Read More
WGWAW What You Should Know (pdf) The year you were born determines your Full Retirement Age. Read More
Caregiver Resource Sheet (pdf) Read More
Financial Wellness resources (pdf) Read More
Budgeting Worksheet (pdf) Read More
Women & Investing (pdf) Read More
You as a Caregiver – Caring for Older Parents Checklist (pdf) Read More
Tools and Calculators to identify gaps in your LTC financial protection. Read More
You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. Use this chart to calculate your credit for the tax year 2012. Read More
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