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Just
For You
Maximize and Increase Return
Do you own one or more appreciated assets that produce
little or no income? Sale and reinvestment of those assets could
result in substantial capital gains. Click here
to receive our brochure entitled Maximize and Increase Return
to learn how a Gift and Sale can result in a double tax benefit.
Personal
Planner
Trusts For a
Surviving Spouse
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There are three different basic
types of trusts for a surviving spouse. These are a qualified
terminable interest property trust (QTIP), a qualified domestic
trust (QDOT) or a charitable remainder trust (CRT).
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Savvy Senior
Food
Assistance Programs for Seniors in Need
Dear Savvy Living,
What can you tell me about food stamps or food assistance programs
for seniors? I'm a 65-year-old widow struggling to make it on Social
Security.
Washington
Hotline
Proposed
Healthcare Tax Changes Released
On March 18, 2010, the proposed
tax changes for the House healthcare bill were released. At
publication time, the vote is scheduled for Sunday, March 21.
Finances
Can Palm
Survive Ongoing Losses?
Palm reported another quarterly
loss this week, leaving some analysts to question whether the PDA
provider will survive. For the third-quarter of 2010, Palm reported a
loss of $22 million.
Treasury Curve
Flattens on Low Inflation
Market analysts are reporting a
"flattening" of the Treasury curve as inflation remains
low. The yield between shorter and longer maturity notes has narrowed
in the last month with reports of consumer prices largely unchanged
and producer prices declining.
Fixed Rates
Flat this Week
Freddie Mac reported that
fixed-rate mortgages were flat this week, while short-term rates
remained mixed. The 30-year fixed-rate mortgage (FRM) averaged 4.96%,
up slightly from last week when it averaged 4.95%.
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