Seniors can reduce their tax burden by donating to charity through their IRA

2023-06-09T06:19:47+00:00November 9th, 2022|Categories: Amazing Articles, Financial Planning, Retirement|

IRS Tax Tip 2022-171, November 8, 2022 In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution

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March Letter from the CEO

2022-10-07T19:30:32+00:00March 5th, 2019|Categories: Aging, Financial Planning, Letters from the CEO|Tags: , , , , , , , |

Only in the last several months have I accepted the term “widow” as applying to me.  With that acceptance has come a strong interest in the issues that face people in my situation:  men and

Lessons from our recent Oahu Tea & Talks event

2022-10-07T19:30:34+00:00January 10th, 2019|Categories: Aging, Financial Planning, Health, Past Events, Tips|Tags: , , , , , |

Margaret Wong wowed our Hawaii members at the Amazing Care tea in Oahu this week.  She is an expert on Medicare and has spent most of her working career helping clients navigate their way through

Amazing Care Member Spotlight — Jessica Matthews

2022-10-07T19:30:36+00:00November 30th, 2018|Categories: Featured Members, Financial Planning|Tags: , , , , , , , , , , , , , , , , |

As part of a lifestyle and aging series, we’re working with renowned photographer Terry Lorant to showcase inspirational leaders in the industry. Each month, we’ll feature one or a few inspirational member(s) of the Amazing Care Network