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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...

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