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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
Bequests
Tax-Free Sale
Fixed Income for Retirement
Capital Gains Tax Bypassed
Easy IRA Gift
Peace of Mind Gift Annuity
Sale and Unitrust
The Retirement Unitrust
Generous IRA Gift
Property Turns Into Income
Flexible Deferred Gift Annuity
Part Gift and Part Sale
Current Gifts
A Bequest to Further Good Work
Deferred Gift Annuity
Major IRA Gift
Gift Annuity for Real Estate
A Bequest to Save Taxes
Leading for the Future
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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Sears Methodist Retirement System, Inc. has developed admission and employment criteria without regard to the resident's race, color, national origin, religion, sex, handicap, age or political beliefs. A 501 (C)3 not-for-profit organization.
Sears Methodist Retirement System, Inc. has developed admission and employment criteria without regard to the resident's race, color, national origin, religion, sex, handicap, age or political beliefs. A 501 (C)3 not-for-profit organization.