In our experience as a financial planners, we’ve found many people are confused about what financial… [Read More]
What is Financial Planning?
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]
Why Your Employees Aren’t Contributing to Your Company Plan
When we meet with business owners to discuss their current company retirement plan, many have a… [Read More]
Does Your Business Have a Succession Plan?
We recently had a client who owns a medical practice ask when he should think about… [Read More]
Maxing Out Your Employer’s Match? Now What?
If your employer matches your 401(k) contributions, you have likely heard that your best move is… [Read More]
Three Steps the “Sandwich Generation” Can Take to Avoid Depleting Retirement Funds
Middle aged adults are increasingly being referred to as the “sandwich generation,” as they face the… [Read More]
5 Reasons You Aren’t Getting a Refund This Year
It’s that time again; when you fret over how much you’ll owe the IRS. Even though… [Read More]
5 Reasons Your Business May Need a Trust
Own a business or running your family business? Protecting what you’ve built is key, and a… [Read More]
The New Way To Retire: Doing What You Love
Working isn’t for everyone, and neither is retiring. Your passion might be the answer.