When we meet with business owners to discuss their current company retirement plan, many have a… [Read More]
Why Your Employees Aren’t Contributing to Your Company Plan
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.
How Much Do You Really Spend Each Month?
Most of us budget for our “planned” expenses but don’t do a good job of contemplating… [Read More]
Inheriting Money? 5 Smart Things to Remember.
When you inherit a load of money, do you know what to do? Consider these tips…. [Read More]
Should You Pay Off Debt Early or Invest?
When the burden of debt and the monthly payments associated with a large loan become soul-crushing,… [Read More]
3 Things To Remember When Stocks Reach Record Highs | Legacy Financial Strategies, LLC
Every time stocks reach new highs, it should give you pause. With the S&P 500 hitting… [Read More]
How To Dump Over $50,000 Into Your 401(k) This Year
How much are you allowed to contribute to your 401(k)? Possibly a lot more than you… [Read More]