GiftLegacy eNewsletter February 27, 2016

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 Read More

Savvy Living

2016 Tax Filing Requirements for Retirees

What are the IRS income tax filing requirements going to be for this tax season? Due to health problems I stopped working early last year, so I’m wondering if I need to file. Read More

Your Plan

Current Gifts

As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. Read More Washington News

IRS Publishes ‘Dirty Dozen’ Tax Scams

As the tax filing season nears the February peak, the IRS this week published the full “Dirty Dozen” tax scams. In previous weeks, the IRS has published separate releases that describe specific tax scams. Read More


Stocks – Target Revenues Miss The Mark Read More

Bonds – Bond Prices Relax as Stocks and Oil Climb Read More

CDs and Mortgages – Mortgage Rates Down Again Read More

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