When it comes to medical expenses, the amount we spend each year feels pretty out of… [Read More]
Stop Spending Your HSA Dollars
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business… [Read More]
Market Commentary July 2022
Highlights: There are few places for investors to hide this year. The sell-off in stocks has… [Read More]
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may… [Read More]
Market Commentary May 2022
Highlights: Inflation has continued climbing, but the growth rate is expected to peak. Concerns of a… [Read More]
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told… [Read More]
Is This a Bad Time to Buy a Home?
If you’re in the market for a new home, you’ve undoubtedly experienced the frustration of what… [Read More]
The Truth About Tax Brackets
How many times have you been warned to be careful about “pushing yourself into the next… [Read More]
Market Commentary February 2022
Highlights: Economic growth continues to be strong since the rebound in Q3 of 2020. Supply chain… [Read More]
Budgets vs. Spending Forensics — Which is Right for You?
Another new year is upon us, and as bizarre and surreal as the last two years… [Read More]
Legacy Welcomes Jeff Hrabe to the Team
The new year has brought new talent to Legacy Financial Strategies. We are pleased to announce… [Read More]
My Long-Term Care Premiums Are Going Up!
How did long-term care insurance become what it is today? Long-term care insurance became popular in… [Read More]
Inflation Update – November 2021
2021 3rd Quarter Review: October headline inflation is up +6.2% year-over-year (+4.5% excluding food & energy)… [Read More]
3rd Quarter 2021 Market Commentary
2021 3rd Quarter Review: September was the first negative month for stock returns since January “Pandemic… [Read More]
Day-Traders Advising Retirement Savers
What qualifies as a legitimate news source in 2021 is certainly debatable. But certainly, the financial… [Read More]