Market Summary: The stock market is looking beyond the economic damage caused by the pandemic Consumer… [Read More]
2020 Market Update
CARES Act to Become Law
Includes Relief For: Newly Unemployed Workers Families & Individuals Large Corporations Small Businesses/Business Owners Retirement Account… [Read More]
2020 Coronavirus Update
Covid-19 + Market Update: China’s virus numbers are a great sign assuming their the data is… [Read More]
Preparing for Your Endless Summer
Retirement can seem like an endless summer with countless possibilities and adventures. Like the end of… [Read More]
The DOL Fiduciary Rule and Legacy
Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April… [Read More]
Why You Need Access to a Vault
One of the biggest hassles at tax time can be gathering and organizing all the tax… [Read More]
How to Save for Retirement as a Small Business Owner
For many small business owners or self-employed individuals, contributing to a retirement plan often gets put… [Read More]
What is Financial Planning?
In our experience as a financial planners, we’ve found many people are confused about what financial… [Read More]
Don’t Underestimate These Retirement Expenses
As people prepare to retire, a common mistake is the belief that their living expenses will… [Read More]
Four Signs You’re Ready to Downsize
Home ownership has long been touted as part of the American dream. But what happens when… [Read More]
401(k)s Aren’t Free: Why You Should Pay Attention to Fees
If you’re offering your employees a 401(k), you’re providing them a great retirement benefit. However, in… [Read More]
401(k) Lawsuits Emphasize Employers Fiduciary Responsibility
Offering a 401(k) or retirement plan for employees is one of the best benefits an employer… [Read More]
Four Emotions That Can Sabotage Your Investments
Emotions can sabotage your financial plan and wreak havoc on your investments. Becoming emotional about investing… [Read More]
What Should You Do With Your Old 401(k)?
Legacy often conducts education meetings where we help employees eligible for their company retirement plan understand… [Read More]
What Money Mistakes Are You Making?
Everyone makes mistakes with money. As financial advisors, we are often asked what top money mistakes… [Read More]
