Manage Your Health with Help from Surrey

Manage Your Health with Help from Surrey

Robert left his doctor’s office with three new prescriptions; two order slips for labs; and instructions to monitor his blood pressure and call the office if there was a change. His head was spinning with all the new information. Robert went to his appointment by...

Make An Impact Giving with Your IRA

If you are 70 1/2 or older, you can make a charitable gift directly from your IRA without paying income tax on the withdrawal. How it works Sam, age 78, has $500,000 in an IRA. He doesn’t need the entire $24,600+ he’s required to take this year, and he...

Path to Reopening

The days are becoming longer and warmer. Flowers are in bloom and bursting with color.  These are all harbingers of brighter days to come and I promise you, our Surrey community is on the cusp of brighter days ahead. Every day, more individuals in our community...