Tuesday September 17, 2024
News
Thank you for your interest in California State University, Monterey Bay. Our hope is to serve you and your family with helpful gift planning information.
Personal Planner
Planning for Senior Care
Planning for retirement and senior care is very important. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving. At some point, every senior is likely to need assistance in one of these...
Washington News
Enhanced IRS Taxpayer Support
On September 6, 2024, Treasury Secretary Janet Yellen spoke to the Internal Revenue Service (IRS) staff in Austin, Texas. Yellen praised the IRS staff for the improvements in taxpayer services. She started by noting, "Filing taxes, claiming...
Savvy Living
Health Insurance Options for Early Retirees
I plan on retiring in a few months and need health insurance until I can enroll in Medicare. What are my options? There are several places early retirees can find health insurance coverage before Medicare kicks in, but your options will depend on...