Wednesday December 6, 2023
News
Thank you for your interest in University of Findlay. Our hope is to serve you and your family with helpful gift planning information.
Personal Planner
Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a parent might leave unequal shares. These reasons...
Washington News
Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024. The Saver's Credit allows individuals to contribute up to $2,000 to a retirement plan and...
Savvy Living
Enhance Retirement Savings with a Health Savings Account
I am interested in contributing to a health savings account to boost my retirement savings and would like a better understanding of how they work. What can you tell me? A health savings account (HSA) is a financial tool that can help you accumulate...
