Author: Mike Wren
Exciting News: Welcoming Jess Lickteig as Our New Director of First Impressions!
We’re thrilled to share an exciting update with you! As we prepare for Shawna’s upcoming retirement at the end of the year (she will be...
The Evolution of Investing: From Mutual Funds to Custom Direct Indexing
In the ever-evolving world of investing, strategies and vehicles have shifted drastically over the past several decades. One significant transition was the movement from traditional...
Buying a Home has Become Unaffordable for Many. Will Falling Interest Rates be a Game-Changer?
As the COVID pandemic was unfolding in the second quarter of 2020, the median sale price for a home in the United States was $317,100....
There Are Three Levels of Investment Management: Which One is Right for You?
If you’ve been diligent, fortunate, or simply good at managing your finances, chances are you’ve accumulated a tidy sum over the years. Whether it’s through...
IRMAA – Who is She and Why is She Raising My Medicare Premiums?
As Americans, many of us work our entire careers, paying taxes as we go, giving little thought to the payback we may or may not...
Legacy Rings in 2024 by Welcoming Two New Talented Team Members
It’s hard to recall another year in Legacy’s 23-year history that promised as much excitement as 2024. This summer, we’ll transition to a brand-new office...
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...
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...
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...
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...
