Saturday | June 11, 2022
Step 9 – LEGACY
Roadblock #1 – What do you mean?
A quick google search for businesses near our corporate office using “legacy” in their name include: 1) a gym; 2) an assisted living facility; 3) a dry cleaner; 4) a printing company; 5) a bakery; 6) a barber shop; 7) a golf club; 8) a furniture repair shop; and 9) a church. With such a variety of applications, what exactly do we mean when we refer to LEGACY as the final step on the Stewardship Well Done Journey?
Simply put, Step 9 is the culmination of all you have previously done on the Stewardship Well Done Journey. It is the WHY behind all the work. Each of our lives will tell a story to those left behind, and no two stories will be exactly alike. Why not use your finances to tell part of your story … and part of God’s kingdom story?
In Step 1 on the journey, you stated your priorities. Steps 2 – 8 are all about making those priorities a reality. Step 9 is about LIVING your priorities … during your lifetime and beyond. There is a common misconception that your legacy only goes into effect after you are gone. The truth is you don’t need to wait! Every day we assist friends in living out their priorities by maximizing the value of an asset that has grown over time and using it to provide for family, retirement, and God’s Kingdom. If God is leading you today, let’s have a conversation and get started!
FINANCES
SAVVY LIVING
How to Choose a Medicare Supplemental Policy
I plan to enroll in original Medicare in a few months and have been told I probably need to get a Medicare supplemental policy too. Can you offer any tips on selecting one?
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PERSONAL PLANNER
Caring for Minor Children
“Who would take our children? I am not sure anyone would be willing to take them,” remarked Shelly to her attorney, Jim. “It’s not that they aren’t good children. They are all fine, but there are 11 of them! If something happens to Pat and me, who will take…
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WASHINGTON NEWS
Increased Gas Prices Lead to Higher IRS Mileage Rate
With the dramatic increase in gas prices during 2022, the IRS announced that on July 1, 2022, the standard rate for business travel will increase to 62.5 cents per mile. This is an increase of 4 cents per mile from the current rate.
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DONOR STORY
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Content from Crescendo Interactive.
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