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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
A Closer Look at a Charitable Remainder Unitrust
Tax-Free Sale
Fixed Income for Retirement
Peace of Mind Gift Annuity
Sale and Unitrust
The Retirement Unitrust
Part Gift and Part Sale
Current Gifts
Deferred Gift Annuity
Generous IRA Gift
Major IRA Gift
Benefits of a Charitable Remainder Unitrust
Bequests for Scholarships
Easy IRA Gift
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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