Category: endowment

How to Create a Legacy

February 16, 2023
BrightendowmentfoundationlegacyLifestyleNon-profitstyle
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Songwriter Lin-Manuel Miranda may have said it best: “What is a legacy? It’s planting seeds in a garden you never get to see.” We all want to create a legacy that allows us to be remembered after we’re gone, preferably in a good way. There are many ways to go about this, but first a…

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The Savings Game: Readers Ask About Insurance, Spousal Benefits and I Bonds

August 26, 2022
BrightendowmentFixed IncomeinsuranceInsurance Policypersonal financeretirementSeries I BondsSocial SecurityWealth Management
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By Elliot Raphaelson Q: I need help with an insurance policy. I no longer have a local agent to answer my questions. I have an endowment policy, and there is a term on my statement I don’t understand. Specifically, it includes the following: “family endowment at age 85.” What does that mean? I am approaching…

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