Tuesday, June 22, 2010
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Oceanside Charitable Foundation
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Ramona Community Foundation
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Tuesday, September 7, 2010
Reading Room
Guide to Planned Giving
Click here
to download.
Savvy Living
September - Week 1 - 2010 - How to Find Long Lost Friends
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
Personal Planner
September - Week 1 - 2010 - Chronic Illness – Care of Your Property
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
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
Washington Hotline
September - Week 1 - 2010 - President Urges Passage of Small Business Tax Relief
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
Finance News
September - Week 1 - 2010
Stocks - Apple Unveils New Apple TV
Bonds - Treasuries Ride on Jobs and Home Sales
Interest Rates - Mortgage Rates at New Record Low
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
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