Dear Clients:

When I was a young boy, I had dreams of being a Major League Baseball player. I have fond memories of my first time walking through the tunnel at Yankee stadium with my dad, seeing the bright green grass, smelling hot dogs, popcorn and churros. In one particular game, I remember the Yankees were down by one run going into the bottom of the ninth inning and my dad said to me, “Craig, let’s go home, your mom is waiting for us.” I pleaded with him to stay because I knew Yankees power hitter Dave Winfield was coming up to bat the next inning. Much to my dad’s chagrin, I convinced him to stay. The first batter up in the inning got walked and up came big Dave Winfield. You can tell by his practice swings, he wanted to go home a winner that day. He stepped into the batter’s box and patiently waited as the pitcher stared into the catcher for his signs. The pitcher went into his windup and threw a fastball right down the middle. Dave’s eyes lit up like two headlights in the middle of the night and he hit a towering home run over the left field fence to win the game. The crowd went wild, and I was hooked on baseball forever. From that day forward, all I wanted to do was play baseball for the rest of my life. Sadly, despite all the blood, sweat and tears put in playing the game, I wasn’t quite good enough to make it to the pros. I had to hang up my cleats after the first year of college.  

Looking back on this time of my life I started thinking about legacies. Dave Winfield’s legacy was providing joy to millions of New York Yankee fans around the world by hitting home runs and helping the Yankees win baseball games. So, what is your legacy going to be? How are you going to be remembered after you are physically not here anymore?  

There are many ways you can change the world in a positive way. Some people invent amazing products that advance humanity. Some people donate money to charities that make positive change in the world and other people go out and make positive change themselves. Any way you choose to do it, I challenge you to go out and make a difference in someone’s life, an animal’s life or the world.

There are many wonderful organizations out there that help people, animals and the planet. I encourage you to review your estate plan and see if there is room to add a charity or two as a beneficiary. A wise man once told me a person should not be remembered for how much money they had but by how many friends show up to their funeral. 

Sincerely, 

Craig J. Rosenblatt, CPA

Financial Advisor

Insurance License #0E18620