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Saturday, November 7, 2009

Reading Room

Guide to Planned Giving

Click here to download.

Savvy Living

November - Week 1 - 2009 - How to Record Your Grandparent's Memoirs

October - Week 4 - 2009 - Living Wills: Planning for the Inevitable

October - Week 3 - 2009 - Senior-Friendly TV Remote Controls

October - Week 2 - 2009 - Energy Programs that Can Help Seniors Save

October - Week 1 - 2009 - Important Vaccinations for Seniors This Flu Season

September - Week 4 - 2009 - Videophones: A simple way to see your elderly loved ones from afar

Personal Planner

November - Week 1 - 2009 - A Plan If You Have A Chronic Illness – Part I

October - Week 4 - 2009 - Living Trusts-Life and Death Decisions

October - Week 3 - 2009 - Your Living Trust Choices

October - Week 2 - 2009 - Jacqueline Onassis Will or Bing Crosby Trust?

October - Week 1 - 2009 - Do You Have a Difficult Family?

September - Week 4 - 2009 - Gift Tax Surprise

Donor Stories

Deferred Gift Annuity

Part Gift and Part Sale

The Retirement Unitrust

Sale and Unitrust

Peace of Mind Gift Annuity

Fixed Income for Retirement

Bequests for Scholarships

Washington Hotline

November - Week 1 - 2009 - House Healthcare Bill Includes Public Option

October - Week 4 - 2009 - Baucus Backs Three Month Extension on Homebuyer Credit

October - Week 3 - 2009 - Senate Finance Committee Passes Healthcare Act

October - Week 2 - 2009 - Baucus Healthcare Bill Tab – $829 Billion

October - Week 1 - 2009 - Baucus Healthcare Bill Vote Nears

September - Week 4 - 2009 - Senate Health Care Amendment Marathon

Finance News

November - Week 1 - 2009
Stocks - American Airlines Gains One Union's Support
Bonds - Economy Is Up, Treasurys Are Down
Interest Rates - Mortgage Rates Rise

October - Week 4 - 2009
Stocks - Whirlpool Profits Spiral Down
Bonds - Treasurys Down on Rate Concerns
Interest Rates - Mortgage Rates Flat

October - Week 3 - 2009
Stocks - GE's Profit Plunges
Bonds - Long-Term Treasurys Up, Short Term Treasurys Down
Interest Rates - 30-Year Fixed Rate Mortgage Still Below 5%

October - Week 2 - 2009
Stocks - Marriott Faces Big Loss This Quarter
Bonds - Treasurys Rise on Auction; Fall on Employment Numbers
Interest Rates - Long-Term Mortgages Near All-Time Low

October - Week 1 - 2009
Stocks - BofA CEO Lewis Announces Retirement
Bonds - Treasurys Rise on Drop in Home Sales
Interest Rates - Rates Remain Low Increasing Affordability

September - Week 4 - 2009
Stocks - Sara Lee to Sell Key Businesses
Bonds - Treasurys Rise on Drop in Home Sales
Interest Rates - Rates Remain Low Increasing Affordability

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