United Way Worldwide News - April 7, 2013

Clubs and Organizations

April 9, 2013


Greetings from United Way. I am pleased to share with you the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week. Please feel free to call us at 1-800-892-2757 x533 or email plannedgiving@unitedway.org if we can run a proposal or be of further assistance to you.

PERSONAL PLANNER

Family Business - Sell and Retire

Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get Read More
 
SAVVY LIVING

How to Choose a Medigap Supplemental Policy

I'll be 65 in a few months – Medicare enrollment age – and I am thinking about getting a Medicare supplemental policy to help cover things outside of Medicare. Can you give me some advice on choosing a plan? Read More
 
YOUR PLAN

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities. Read More
 
WASHINGTON NEWS

Tax Freedom Day on April 18

Each year since 1990 the Tax Foundation has published Tax Freedom Day. The Tax Foundation calculates the total of federal, state and local taxes as a percentage of national income and selects that date. Read More
 
FINANCES

Stocks - JoS. A Bank Reports Annual Earnings Read More

Bonds - Treasuries Rise Following Disappointing Jobs Report Read More

CDs and Mortgages - Interest Rates Decrease Slightly Read More