Susan S. Alexander - Ronald Blue Trust Financial Advisor

12/27/2021

If all you wanted for Christmas was tax legislation, you were disappointed! This article from our estate planning department provides a helpful review of where we have been this year and what may lie ahead in 2022. Don’t miss out on their advice for coping with pending tax legislation changes.

Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist   If all you wanted for Christmas was tax legislation, you were disappointed! What a year it has been monitoring the twists and turns of various estate planning and tax pr...

12/22/2021

Christmas is here, and we’re excited to remember the real reason for the season (and it’s not shopping!). This message from our CEO is an encouraging reminder to lean on God for strength this season. Merry Christmas!

Written by Nick Stonestreet, CEO for Ronald Blue Trust Can you fend off a shark? The Worst-Case Scenario Survival Game is a board game that was released in 2006. The game challenges players to use their survival instincts and skills to overcome dangerous and interesting circumstances. Situations lik...

12/16/2021

Do your children and grandchildren see the presents they will receive this Christmas as gifts of generosity or “gimmes” that they are entitled to? Consider taking the opportunity this season to help the young people in your life start moving their thoughts from receiving to giving. This article has six practical strategies to help your teenagers and children of any age focus on others during the holiday.

How can we help our teens focus more on others during the holidays? Here are six strategies to help rethink Christmas wish lists.

12/06/2021

How will Omicron, the newest COVID variant, impact the markets? While there is still too little data to draw many meaningful conclusions, it’s understandable that investors might be tempted to take action to avoid the consequences of a potential market pullback in light of recent news of the variant. Read this article from our investment team if you have concerns about how to weather the volatility wisely.

New COVID variants emerge frequently, but very few materialize into a significant threat. The latest variant to gain attention, Omicron, was discovered on November 11. Since then, it has quickly become the dominant COVID strain in South Africa and has been detected in over 20 countries, including th...

12/02/2021

How do you apply wisdom to your business? The Ronald Blue Trust Business Consulting division advises business owners seeking to faithfully steward the companies and missions with which they have been entrusted. This article highlights a strategy for bringing actionable wisdom into an organization to reduce the risk of uncertainty and increase the chance of success.

Written by the Ronald Blue Trust Business Consulting Division Do you know the difference between knowledge and wisdom? Knowledge is learning from your own mistakes. Wisdom is learning from the mistakes of others. In your business, wisdom is applying knowledge to reduce the risk of uncertainty and in...

12/01/2021

One of the best ways I have discovered to teach children about generosity, no matter how old they are, is to give them some money to give away to others. This teaches them several important lessons: It shows them how good it feels to plan ways to give to others, it shows them that you trust them with responsibility, and it shows them the impact they can have by using money in generous ways. Best of all, it is an inspiring way to pass on your legacy of generosity to the next generation. Watch the video below and join me in our Holiday Giving Challenge!

STEP 1: Give your children money for the holiday.
STEP 2: They give the money to any person or organization they want to help.
STEP 3: Share about the experience together during the holidays.

Generosity is the antidote to materialism. So give your children some money and tell them to give it away!

SHARE this video with 5 friends or family members, and COMMENT below how your children used the money you gave them to be generous this holiday season.




-------
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities.

Trust and investment management accounts and services offered by Ronald Blue Trust are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

This is "2021 Holiday Giving Challenge" by Ronald Blue Trust on Vimeo, the home for high quality videos and the people who love them.

11/30/2021

What tax strategies should I be thinking about now? Join Alan Cox, our director of estate/trust planning, as he discusses some of the pending legislation in Washington as well as tax strategies you can implement this year. This episode of Talking Money covers a few provisions provided by the CARES Act (not only for those who itemize deductions but also for those who can’t), advantages to giving non-cash assets, as well as the advantage of giving by using a Qualified Charitable Distribution (QCD). Listen to the full conversation here: https://yip.sh/3fc484cb

11/30/2021

Celebrate Giving Tuesday with all of us at Ronald Blue Trust today! After the excitement and flashy deals featured on Black Friday and Cyber Monday, it’s good to remember that Giving Tuesday follows right after. Today is a great opportunity to express gratitude for our blessings and well-being by turning our focus to giving to others. Whether you take a moment to help a neighbor, provide for someone in need, or just put a smile on someone’s face, remember that we all have something to give. Check out these five ways to make Giving Tuesday more meaningful.

Since it began in 2012, GivingTuesday has grown to become one of the largest movements of generosity around the world, engaging millions of participants in every country, on every continent. The significance of this one day may be lost on...