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]
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.
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
Sick of Everyone Telling You to Stay the Course? Read This.
Black Monday. The dot-com bubble. 9/11. The Financial Crisis. COVID-19. Whatever last year was. That covers about the last 30 years of market crashes. It’s an exhausting list. And as an investor, it’s exhausting to be told to stay the course. I get … [Read more]
Posted by Mike Wren
How Secure Act 2.0 Will Change the Way You Save For Retirement
As part of the recently approved 1.7 trillion-dollar spending bill, Congress has approved a measure known as Secure Act 2.0. A supplement to the original Secure Act that passed at the end of 2019, this legislation creates new savings opportunities … [Read more]
Posted by Mike Wren
Market Commentary January 2023
Happy New Year! For many, a new year brings positive thoughts and a sense of hope for the future. I tend to feel the same way. As difficult as 2022 was for so many, and as foreboding as the coming year may seem, I think there’s good reason to have … [Read more]
Posted by Chris Proctor
Market Commentary October 2022
Highlights: Inflation has hurt stock and bond returns this year. The Federal Reserve (“theFed”) is raising interest rates to fight inflation. Some of the best daily returns in the market happen next to the worst days. The more the stock … [Read more]
Posted by Chris Proctor
If We Enter a Recession, What Are the Implications?
These days, “recession” is by far the most frequently uttered word on financial news networks. It’s a term that evokes fear and loathing. But what defines an economic recession and what lay in its wake can cover a broad spectrum. It’s Not the Stock … [Read more]
Posted by Mike Wren
The Government Just Forgave Billions in Student Loan Debt. Do You Qualify?
Last week, the White House announced a plan to forgive up to $20,000 of debt relief for borrowers who qualify. The move was met with both celebration and criticism. Those who agree with the president say that the cost of an education burdens too … [Read more]
Posted by Mike Wren
Stop Spending Your HSA Dollars
When it comes to medical expenses, the amount we spend each year feels pretty out of our control. We can’t just choose to avoid sickness and injury. How we pay for these unpredictable expenses, however, is something we have a say in. Employers may … [Read more]
Posted by Mike Wren
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business success is predicated on consumers choosing to pay us for advice. What follows will not be an unbiased opinion. However, after 21 years in the advice business, … [Read more]
Posted by Mike Wren
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