Troubled Waters - By Jerry Black

Perhaps you might identify. When I was in my late teens (11th and 12th grades) I had few friends. My father’s work caused two family moves that made having long term friends very hard. During that time frame Simon and Garfunkel's song “Bridge Over Troubled Waters” had deep meaning for me.

April - Gift of Laughter

“For you will go out with joy and be led forth with peace; the mountains and the hills will break forth into shouts of joy before you, and all the trees of the field will clap their hands.”  Isaiah 55:12


April 2019


March - Gift of Dreams

Hope deferred makes the heart sick, but a dream fulfilled is a tree of life.  Proverbs 13:12

March 2019

Dear Friends,

February - Gift of Love

Jesus replied: "'Love the Lord your God with all your heart and with all your soul and with all your mind.' This is the first and greatest commandment. And the second is like it: 'Love your neighbor as yourself.'  Matthew 22:37-39

February 2019

Dear Friends,

January - The Gift of Family

The Gift OF Family

2019 Monthly "Gift" Letters Explained

Dear Legacy Family and Friends, We pray 2019 has gotten off to a good start. In 2007, in conjunction with The Ultimate Gift movie screening and book give away, we sent monthly letters (gifts) that offered unique and thought-provoking ways to embrace the various lessons taught throughout the book.

What Do You Get When You Give? - By Peter Geckeler

The last month of the year – here we are! December brings not only cold weather & Christmas music, but it also awakens a giving spirit in many individuals & families. If you can believe it, about one-third of all annual giving occurs in the single month of December. Giving is a value ingrained in many of our clients’ hearts.

Joyful, Pleasing, Rewarding - By Jerry Black

Last week, duties during the day kept me from watching the memorial service for George H.W. Bush. Last evening my wife and I attended a Christmas party with 181 friends from our church. I had heard throughout the day various reports of just how good was the celebration of our 41st Presidents life. When I got home I stayed up past midnight to watch the replay of the services.

Long Term Care for Veterans - By Chris Cushman

The VA has a pension for veterans that helps them and their spouses receive long-term care benefits. The benefits (referred to as Aid & Attendance) and its qualifiers recently changed. Here are a few of the changes: 1. There is a new asset limit of $123,000. This benefit has long been focused on veterans who have spent down their resources.

Loring Ward Merger with Buckingham Advisors Services

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

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