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Estate Planning Guide

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Wednesday March 22, 2023

News

Thank you for your interest in Lutheran Foundation of the Southwest. Our hope is to serve you and your family with helpful information. More
Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably...
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Stress-Free Tax Filing Tips
Washington News
As the tax season moves into high gear, the Internal Revenue Service (IRS) published a series of tax tips for stress-free filing. The IRS asks taxpayers to keep these tips in mind to make certain that...
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Medicare Surcharges When Income Changes
Savvy Living
I currently have high Medicare premium surcharges due to my past income. My income has dropped since I retired and I can no longer afford the premium surcharges. Is there a way to appeal my Medicare...
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