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Advisor eNewsletter
Thursday, September 2, 2010
Reading Room
Guide to Planned Giving
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Savvy Living
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
July - Week 4 - 2010 - How to Protect an Elderly Parent
Personal Planner
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
July - Week 4 - 2010 - Integrity and Initiative
Donor Stories
Carrying on the Tradition
Helping Students Pursue Their Dreams
Tax-Free Sale
A Current Gift From Real Estate Income
The Win-Win-Win Gift Scenario
Fixed Income for Retirement
Generous IRA Gift
Peace of Mind Gift Annuity
Deferred Income - Deferred Gift
Sale and Unitrust
The Retirement Unitrust
Part Gift and Part Sale
A Multi-Pronged Gift Strategy
How One Gift Begat Another
Remembering a Loved One
Part Gift and Part Sale
Washington Hotline
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
July - Week 4 - 2010 - Top Rates Will Increase Speaker Pelosi
Finance News
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
July - Week 4 - 2010
Stocks - Amazon Shares Fall on Missed Expectations
Bonds - Treasuries Rise and Fall on Uncertain Economy
Interest Rates - Mortgage Rates Reach Record Lows
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