GiftLegacy Newsletter - May 25, 2014

Clubs and Organizations

May 27, 2014


Important Life and Death Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year." Read More

Discover the Value of Your Stuff
I inherited a large number of antiques and unique art from my great aunt and I would like to find out what some of these items are worth. What resources can you recommend for finding the value of these items? Read More

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Read More

Permanent Charitable Tax Extenders Markup
The House Ways and Means staff recently shared a projected list of tax extenders for a May 29th hearing. The Ways and Means Committee has been working through the 60 tax extender provisions. Six business-related extenders were permanently passed in a prior... Read More

Stocks - Target Still Can't Find the Mark Read More
Bonds - Treasuries Rise on Flight to Safety Read More
CDs and Mortgages - Interest Rates Continue Their Descent Read More