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Saturday, November 21, 2009

Reading Room

Guide to Planned Giving

Click here to download.

Savvy Living

November - Week 3 - 2009 - How to Choose a Senior-Friendly Home Telephone

November - Week 2 - 2009 - It's Re-evaluation Time for Medicare Part D Beneficiaries

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

Personal Planner

November - Week 3 - 2009 - Ten Reasons to Update Your Estate Plan

November - Week 2 - 2009 - A Plan If You Have A Chronic Illness – Part II

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?

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 3 - 2009 - Conrad-Gregg Budget Panel Proposal

November - Week 2 - 2009 - Expanded Homebuyer Credit Bill Passes

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

Finance News

November - Week 3 - 2009
Stocks - Nordstrom Falls as Demand for Luxury Goods Decline
Bonds - Treasurys Reach High Following Auction
Interest Rates - Long-Term Mortgages Hit Lowest Level

November - Week 2 - 2009
Stocks - Whole Foods Turns Corner
Bonds - Treasurys Fall on Fed Comments
Interest Rates - Long-Term Mortgages Hit New Low

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

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