The Right Time For Rightsizing with Honoring Aging’s Tammy Bilek
February 7, 2023 @ 1:30 pm
If you’re planning a future move, but the thought of moving a lifetime of belongings has you worried, Tammy Bilek from Honoring Aging is here to help. She’ll offer expert advice to take the stress out of downsizing— including tips on packing, unpacking and setting up your new home.
Did you know there’s a way to support the causes you care about while being mindful of your taxes?
For individuals age 70½ and older, a Qualified Charitable Distribution (QCD) allows you to give directly from your IRA to a qualified 501(c)(3) charity without paying federal income tax on the amount donated. For many retirees, a QCD may also satisfy part or all of their Required Minimum Distribution (RMD). In 2026, individuals may give up to $111,000 annually through a QCD, with the limit indexed for inflation.
It’s one of several strategies that can make charitable giving both meaningful and financially thoughtful.
Our partners at Covenant Trust Company are available to help you explore how charitable planning may align with your overall financial goals. More information is available at bit.ly/3Q9B9MR.
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Covenant Trust - Investing With Purpose
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Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...Comment on Facebook
The best time to plan for the future is today. Choosing a Life Plan Community means you have a plan in place for whatever tomorrow brings. Enjoy your independence now with the ultimate peace of mind knowing that higher levels of care are available if you ever need them. 💙
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Covenant Living at Windsor Park proudly collects donations for the Carol Stream Rotary Community‑Wide Food Drive, benefiting local food pantries right here in our community. This year, we collected four overflowing grocery carts with non‑perishable food and toiletries. We filled the trunk of the vehicle sent to pick it all up!
Thank you to Carol Stream Rotary for bringing the community together and helping care for our neighbors in need. 💙🥫 ... See MoreSee Less
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