Posted on March 1, 2026

Americans are a charitable group, with donations amounting to over $592 billion in 2024 alone. If you are 70 ½ , you may want to consider transferring your annual required minimum distribution from your IRA into a qualified charitable distribution. In addition to doing something good to help others, there is a tax advantage for… read more

Posted on February 6, 2026

At Triplett & Carothers, we wanted to share some tips for your special valentines.  ♥  Show your Successor Trustee where you keep your red estate planning portfolio. ♥  Fill out the Location List we provide! ♥  If you have children/grandchildren, write a letter to them and put it in your binder. ♥  Introduce your Successor… read more

Posted on February 5, 2026

Estate plans benefit from regular checkups. While many people review and revise their plans after a major life event, it’s also good practice to review your plan annually — or at least every three to five years — in the absence of such events. These reviews help ensure that your documents still reflect your wishes… read more

Posted on February 4, 2026

Thinking about becoming an eBay entrepreneur in retirement? Many retirees enjoy the research, as well as creating the descriptive copy and photos for their items. And keep in mind some societal benefits.  Selling your secondhand goods is a plus for the environment, with the fashion industry responsible for a remarkable 10% or so of global… read more

Posted on February 3, 2026

From improving diagnoses to monitoring health conditions, artificial intelligence is having a positive impact on senior wellness. While you might think that mature adults would be among the last to adopt AI technology, this could not be further from the truth. In fact, more than half of those 65 and over are aware of ChatGPT…. read more

Posted on January 2, 2026

Many condo owners are familiar with standard homeowners policies. These are designed to cover an entire house, from the structure itself — walls, roof and foundation — to the owner’s personal belongings. Homeowners insurance also provides liability coverage if someone is injured on the property. Condo insurance works differently because condo owners don’t own the… read more

Posted on January 2, 2026

The IRS Get Ready campaign offers tips, reminders and new information on what you need to prepare for the 2026 tax filing season. Among the changes and additions the OBBBA brings are tax deductions for tips, overtime, car loan interest and seniors. Here are tips to prepare for filing season: Access or login to an… read more

Posted on January 1, 2026

To kick off our inaugural fundraiser, a few selected Cardinal Marching Band Booster Club supporters had the awesome opportunity to select the “barrel pick” from an array of bourbon barrels at Old Forester in August. A “barrel pick” or “single barrel selection” refers to the process where a group of whiskey enthusiasts hand-select a single… read more

Posted on January 1, 2026

There is nothing like travel to widen your world perspective, and there is no time like your retirement years to experience adventures. Tours that cater to the over-50 crowd have boomed in recent years. According to AARP, more baby boomers are seeing the world on bicycles and on expedition cruises than ever before. With time… read more

Posted on December 2, 2025

It’s never too soon to save for retirement is sound financial advice that not everyone follows. The majority of Americans, about 67%, have assets that are specifically earmarked for generating retirement income. However, that leaves another 33% who are not well prepared. Retirement is not inexpensive. Experts tell us that we will need between 70%… read more