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Tuesday, September 7, 2010

Reading Room

Guide to Planned Giving

Click here to download.

Savvy Living

September - Week 1 - 2010 - How to Find Long Lost Friends

August - Week 5 - 2010 - Changes to Medicare Advantage

August - Week 4 - 2010 - How to Settle a Loved One's Estate

August - Week 3 - 2010 - How to E-Mail Seniors Who Don't Have a Computer

August - Week 2 - 2010 - Financial Assistance for Medicare Part D Beneficiaries

August - Week 1 - 2010 - Retirement Relocation: Tips and Tools to Help You Make A Smart Move

Personal Planner

September - Week 1 - 2010 - Chronic Illness – Care of Your Property

August - Week 5 - 2010 - Chronic Illness – Care of Your Person

August - Week 4 - 2010 - Your Plan for Senior Care

August - Week 3 - 2010 - Planning with a Serious Illness

August - Week 2 - 2010 - Living Wills and Advance Directives

August - Week 1 - 2010 - Your Family Letter – Memorial Services

Donor Stories

Bequests

Tax-Free Sale

Fixed Income for Retirement

Peace of Mind Gift Annuity

Sale and Unitrust

The Retirement Unitrust

Part Gift and Part Sale

Current Gifts

Deferred Gift Annuity

Washington Hotline

September - Week 1 - 2010 - President Urges Passage of Small Business Tax Relief

August - Week 5 - 2010 - Returning Congress Takes Up Taxes

August - Week 4 - 2010 - Jobs Bill Awaits Senate Return

August - Week 3 - 2010 - Hoyer and Boehner Continue Tax Debate

August - Week 2 - 2010 - September Effort to Extend Tax Cuts

August - Week 1 - 2010 - Geithner and Reid Support Top Tax Rate Increases

Finance News

September - Week 1 - 2010
Stocks - Apple Unveils New Apple TV
Bonds - Treasuries Ride on Jobs and Home Sales
Interest Rates - Mortgage Rates at New Record Low

August - Week 5 - 2010
Stocks - Tiffany Profits Up; Cautious About Future
Bonds - Treasuries Fall on Bernanke's Remarks and GDP
Interest Rates - Mortgage Rates Fall for Ninth Week out of Ten

August - Week 4 - 2010
Stocks - Intel to Purchase McAfee
Bonds - Treasuries Higher on Rise in Jobless Claims
Interest Rates - Mortgage Rates Inch Downward

August - Week 3 - 2010
Stocks - Disney Reports Record Profits
Bonds - Treasuries Gain on Fed Statement
Interest Rates - Mortgage Rates Stepped Down Again

August - Week 2 - 2010
Stocks - Stocks Slide on Unemployment Woes
Bonds - Treasuries Gain on Unemployment Figures
Interest Rates - Mortgage Rates at Historic Lows

August - Week 1 - 2010
Stocks - Expedia's Profits Climb
Bonds - Treasuries Rise on Slow Growth
Interest Rates - Mortgage Rates Down for Sixth Week in a Row

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