I began last quarter’s commentary with the observation that stocks seemingly threw a party in the 2nd quarter, and most of the first half of 2023 for that matter. In the 3rd quarter, markets looked more hung-over as market indices stumbled and … [Read more]
Legacy Financial Strategies is a fee-only Financial Planning & Investment Management firm located in Leawood, Kansas serving the greater Kansas City area and clients across the country. For over 20 years, we've been assembling one of the most capable teams in the business. Our experts are true fiduciaries—never selling products, never receiving commissions, and always acting in your best interest. Nothing makes us prouder than seeing the lasting impact sound planning can have on you and your family. We'd love to hear your story and learn more about what you're trying to accomplish for your family, your business, or yourself.
We've built our website as a resource to our clients and those in search of answers. Retirement accounts, tax rules, investment vehicles, and employer benefits can be overwhelming without a place to go for answers. Throughout our website, you'll find relevant information about retirement planning strategies, investment techniques, and some of the more complex topics you may or may not choose to use yourself. Whether you choose to hire a partner or go it alone, we're glad you've found us and hope the videos, blog posts, and other resources we've provided can point you in the right direction.
Reducing Your Tax Liability: Strategies to Keep More Money in Your Pocket
There are several different knowledge domains of financial planning. These include areas like investments, estate planning, retirement planning, risk management (i.e., insurance needs), and tax planning. Though it's difficult to say that one of … [Read more]
Posted by Jordan Priddy
Why Budgets Don’t Work (And What to Do Instead)
"You should make a budget." The B-word itself is enough to make most of us squirm in our chairs. After two decades of helping individuals and families get a grasp on their spending, I've concluded that traditional "budgeting" simply doesn't work for … [Read more]
Posted by Mike Wren
Choosing the Right Life Insurance for Your Family
Planning for the financial security of your loved ones after you’re gone is a crucial yet often neglected aspect of financial planning. Imagining our loved ones without us can be overwhelming, and considering the possibility of an untimely death is … [Read more]
Posted by Michelle Pace
Market Commentary July 2023
Stock Market Throws a Party in the Second Quarter—98% of Companies Don’t Show Up The S&P 500 hit its most recent low point on October 12, 2022, when the index touched 3,577. On June 30, 2023, the index closed at 4,450, marking a 24.4% increase. … [Read more]
Posted by Chris Proctor
Six Important Questions to Ask Before Hiring a Divorce Attorney
Divorce can be a complex and challenging process, and it's important to find an attorney who can provide you with high-quality legal representation and help you navigate the legal system. Here are some questions you can ask to determine if an … [Read more]
Posted by Mike Wren
Ten Big Financial Mistakes & What They Sound Like
We’ve all made mistakes. When it comes to planning for your financial future, mistakes are avoidable with some common sense and professional guidance. Below are some of the most common missteps we see people make. Sometimes, we can see the train … [Read more]
Posted by Mike Wren
Market Commentary April 2023
Q1 Volatility – Surprising, but Not Shocking The first quarter of the new year has provided plenty of material for the financial news networks. It’s always jarring to wake up and hear about a crisis first thing in the morning. But as anyone who's … [Read more]
Posted by Chris Proctor
Silicon Valley Bank Failure — What it Means and What You Should Do
Most Americans were not familiar with Silicon Valley Bank until Wednesday of last week when the California-based bank announced that they were looking to raise several billion dollars to fund a shortfall in reserves. What ensued was a run on deposits … [Read more]
Posted by Mike Wren
The Five Stages of a Career Change
Most people are familiar with the five stages of grief. It’s often referenced by mental health professionals, and unfortunately, many of us have experienced these stages firsthand. Virtually all major life events involve a similar pattern of … [Read more]
Posted by Mike Wren
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