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Advisor eNewsletter
Tuesday, February 9, 2010
Reading Room
Guide to Planned Giving
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Savvy Living
February - Week 2 - 2010 - Housing Help for Retirees Looking to Relocate
February - Week 1 - 2010 - Senior Driving
January - Week 4 - 2010 - Tax Help for Lower Income Seniors
January - Week 3 - 2010 - Glaucoma Sneaks Up On Seniors
January - Week 2 - 2010 - How to Choose and Use a Cane
January - Week 1 - 2010 - Pill Splitting: When it's safe, and when it isn't
Personal Planner
February - Week 2 - 2010 - Income for Surviving Spouse
February - Week 1 - 2010 - Helping Children Tomorrow
January - Week 4 - 2010 - Helping Children Today
January - Week 3 - 2010 - "Give it Twice" Trust
January - Week 2 - 2010 - Bequests to Charity
January - Week 1 - 2010 - Zero-Tax Cash Plus Trust
Donor Stories
Tax-Free Sale
Helping Students Pursue Their Dreams
A Current Gift From Real Estate Income
Peace of Mind Gift Annuity
Carrying on the Tradition
The Retirement Unitrust
Part Gift and Part Sale
Deferred Income - Deferred Gift
The Win-Win-Win Gift Scenario
Generous IRA Gift
Remembering a Loved One
How One Gift Begat Another
A Multi-Pronged Gift Strategy
Fixed Income for Retirement
Sale and Unitrust
Part Gift and Part Sale
Washington Hotline
February - Week 2 - 2010 - White House Budget Changes Taxes
February - Week 1 - 2010 - Senate Increases Debt Limit to $14.3 Trillion
January - Week 4 - 2010 - Haiti Tax Deduction Passed
January - Week 3 - 2010 - Proposed Bank Tax to Pay for Troubled Asset Relief Program (TARP)
January - Week 2 - 2010 - Debate Over "Cadillac" Healthcare Tax
January - Week 1 - 2010 - Estate Tax Repeal?
Finance News
February - Week 2 - 2010
Stocks - Toyota Gives Favorable Report Despite Recall
Bonds - Treasurys Rise on Unemployment Report
Interest Rates - Mortgage Rates Remain Stable and Low
February - Week 1 - 2010
Stocks - Apple Unveils Much Awaited iPad
Bonds - Treasury Yields Rise on Signs of Recovery
Interest Rates - Mortgage Rates Remain Flat
January - Week 4 - 2010
Stocks - eBay Reports Rising Revenues
Bonds - Treasurys Fall on Economic Data Reports
Interest Rates - Long-term Rates Down for Third Week
January - Week 3 - 2010
Stocks - Intel Posts Huge Profits
Bonds - Treasurys Up on Low Inflation
Interest Rates - Fixed Rates Down Slightly; ARMs Mixed
January - Week 2 - 2010
Stocks - Best Buy Reports Record Revenue Growth
Bonds - Shorter Maturity Notes Rise on Job Losses
Interest Rates - Rates Slightly Lower in the New Year
January - Week 1 - 2010
Stocks - Oil and Natural Gas up at Year's End
Bonds - Treasurys to End Worst Year in Three Decades
Interest Rates - Slightly Higher Rates Remain Affordable
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