If you’ve been diligent, fortunate, or simply good at managing your finances, chances are you’ve… [Read More]
There Are Three Levels of Investment Management: Which One is Right for You?
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]
Market Commentary January 2024
I recently reviewed my commentary from one year ago which summarized the 2022 investing year. Interestingly,… [Read More]
Market Commentary October 2023
I began last quarter’s commentary with the observation that stocks seemingly threw a party in the… [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]
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… [Read More]
Market Commentary July 2023
Stock Market Throws a Party in the Second Quarter—98% of Companies Don’t Show Up The S&P… [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]
Market Commentary April 2023
Q1 Volatility – Surprising, but Not Shocking The first quarter of the new year has provided… [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]
- 1
- 2
- 3
- …
- 5
- Next Page »