If you’ve been diligent, fortunate, or simply good at managing your finances, chances are you’ve… [Read More]
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… [Read More]
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… [Read More]
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… [Read More]
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… [Read More]
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… [Read More]
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… [Read More]
The Five Stages of a Career Change
Most people are familiar with the five stages of grief. It’s often referenced by mental health… [Read More]
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… [Read More]
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… [Read More]
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