GiftLegacy eNewsletter February 26, 2017

Clubs and Organizations

February 27, 2017


Personal Planner
Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably substantial.

Savvy Living
Choosing the Best Assisted Living Facility
What tips can you offer for choosing a quality assisted living facility for my mom? Her health and mental abilities have declined to the point that she can't live alone anymore but isn't ready for a nursing home either.

Your Plan
Tax-Free Sale
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
 
Washington News
IRS Complete 'Dirty Dozen' Tax Scam List
Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS published the full list for 2017.

Finances:

Stocks - Tesla Reports Net Loss Despite Increased Sales
Bonds - Treasury Yields Fall After Fed Minutes Release
CDs and Mortgages - Mortgage Rates Show Little Movement