GiftLegacy eNewsletter February 3, 2018

 

PERSONAL PLANNER
Life Insurance – Costs and Benefits
Let’s look at the “top five” reasons people give for not owning life insurance. Read More
SAVVY LIVING
How to Find Volunteer Opportunities
What resources can you recommend for locating interesting volunteer opportunities? Since I retired, I’ve been doing some volunteer work but most of the opportunities I’ve tried have not been very fulfilling. Read More
YOUR PLAN
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. Read More
WASHINGTON NEWS
2018 Tax Filing Season Opens
On January 29, the IRS published IR-2018-14 and announced the formal opening of tax filing season. The IRS predicts it will receive more than 155 million returns. Read More
FINANCES

Stocks – Lockheed Martin Beats Expectations Read More
Bonds – Treasury Yields Continue Upward Trend Read More
CDs and Mortgages – Mortgage Rates Continue to Rise Read More

Thank you for your interest in planned giving. To access any of our resources, please go to our website.