GiftLegacy eNewsletter February 4, 2018

Clubs and Organizations

February 6, 2018


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
Life Insurance - Costs and Benefits
Let's look at the "top five" reasons people give for not owning life insurance.
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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.
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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.
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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.
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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