For many clients, giving their children financial assistance for their wedding is a top financial goal. Having planned three very different weddings with my daughters, below is our advice for anyone who might see wedding planning on the horizon. 1. … [Read more]
Legacy is a Fee-Only Registered investment advisor. 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.
Do You Have Financial Regrets?
By Michael Lutz
A recent Bankrate study found that only 17 percent of Americans have no financial regrets. Among the choices in the survey that included taking on too much credit card debt and student loan debt, the biggest financial regret chosen was not saving … [Read more]
Preparing for Your Endless Summer
By Michael Lutz
Retirement can seem like an endless summer with countless possibilities and adventures. Like the end of a school year for a child though, it is easy to become lost if we don't have activities to structure our days. At Legacy, we have found our … [Read more]
Who Should Receive Copies of Your Estate Planning Documents?
According to media reports, popular artist, Prince, died without a will. In such a case that someone dies intestate, a probate court takes over to distribute the deceased’s property, which could greatly differ from what the deceased would have … [Read more]
The DOL Fiduciary Rule and Legacy
By Sam Murray
Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April 6, 2015 and will go into effect January 1, 2019. What is the DOL Fiduciary Rule? Introduced five years ago, the final version of the rule requires … [Read more]
How to Manage a Windfall
At a fundraiser one lucky raffle winner won a grand prize of $5,000. When asked what she was going to do with the money, the winner responded that she was going to pay off some of her debt. An impressive and responsible answer to a question we … [Read more]
Why You Need Access to a Vault
By Mike Wren
One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if you had a place to store your documents throughout the year that was secure and online, giving you convenient access anytime … [Read more]
How to Save for Retirement as a Small Business Owner
By Sam Murray
For many small business owners or self-employed individuals, contributing to a retirement plan often gets put on the backburner. With so much focus on the business itself, it can be hard to prioritize retirement savings, especially when you’re trying … [Read more]
Have You Reviewed Your Beneficiaries Recently?
As you’re preparing your affairs for tax season and reviewing your accounts, now is the perfect time to review your designated beneficiaries on accounts you hold at banks, brokerages, or your employer's retirement plan. What is a designated … [Read more]
What is Financial Planning?
By Mike Wren
In our experience as a financial planners, we’ve found many people are confused about what financial planning really means. This confusion can cause individuals to mistakenly believe they don’t need financial planning guidance. Some of the … [Read more]
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