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Missed Fortune – The Legacy We Will Leave

Posted on | July 15, 2013

How To Leave a Legacy

The happiest people are the ones who have discovered about life that it’s the journey and not the destination that really matters.

Leaving a legacy allows us to transfer to our descendants, not just physical wealth, but also the lessons they’ll need to know to live abundant lives as well.

This year, Doug’s grandchildren over the age of 4 got to experience an event that will be a yearly tradition. They were invited to Grandpa’s Camp. This was a 2 day event held at a mountain location.

The grandchildren enjoyed meals, games, activities, and thoughtful talk around the campfire. Throughout the event, the children were encouraged to discuss their talents and abilities, how to find out where their passion resides. They talked about how money works, explained at a level each of them understood.

The kids each brought a small photo album showing 3 generations of family and introduced their ancestors to the other children. There were presentations on diet and exercise as well as serving others as part of living a full and abundant life. This will be an annual tradition that will build bonds that become part of a family legacy.

Can you see how a brighter future is about so much more than simply money?

It’s about enjoying the journey while developing our character, raising a family, giving meaningful service to others and becoming self-sufficient. We have to consciously train the mind and body, have a vision of where we want to be, and consider what must take place to get us there.

True Wealth is More Than Money

When people seek to optimize their efforts toward building a nest egg that is secure against higher taxes, rising inflation and market volatility, they quickly learn that wealth is more than simply money.

It comes from having all the essential areas of our lives in balance, our health, our spirituality, our family, and our finances. When it comes to leaving this legacy to our children and grandchildren, we’re handing down knowledge and wisdom along with everything else they inherit.

If we have done our part, they should understand that the rules and strategies that worked for us, will also work for them if they apply them. This is the equivalent of being able to hand down to your descendants, not just Phil Mickelson’s golf clubs, but his actual golf swing. Knowing what to do is much more powerful than simply having the resources to do something.

People who have used the Missed Fortune strategies have learned to apply proven methods for accumulating money that remains tax-free. They don’t fear inflation because they have been shown how to link their returns to things that inflate. This means that inflation actually benefits them.

They understand how to index their serious money to the market without putting it at risk directly in the market. This way, when the market declines, they don’t lose any money. On the other hand, when the market grows, they are immediately enjoying the benefit of that growth.

These strategies allow a person to move with confidence toward that brighter future. They also provide a great learning opportunity for our families so they too can benefit from this knowledge.

Learn how to get yourself pointed toward that brighter future by visiting with a wealth architect today.


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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment

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One Response to “Missed Fortune – The Legacy We Will Leave”

  1. Preparing Your Family Legacy
    September 2nd, 2013 @ 4:02 am

    [...] had so much positive feedback about the Grandpa’s Camp experience Doug’s grandchildren had earlier this summer that we want to share another thought [...]

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