Commentary

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]

Emotions can sabotage your financial plan and wreak havoc on your investments. Becoming emotional about investing… [Read More]

Legacy often conducts education meetings where we help employees eligible for their company retirement plan understand… [Read More]

Everyone makes mistakes with money. As financial advisors, we are often asked what top money mistakes… [Read More]

When we meet with business owners to discuss their current company retirement plan, many have a… [Read More]

We recently had a client who owns a medical practice ask when he should think about… [Read More]

If your employer matches your 401(k) contributions, you have likely heard that your best move is… [Read More]

Middle aged adults are increasingly being referred to as the “sandwich generation,” as they face the… [Read More]

It’s that time again; when you fret over how much you’ll owe the IRS. Even though… [Read More]

Own a business or running your family business? Protecting what you’ve built is key, and a… [Read More]

Working isn’t for everyone, and neither is retiring. Your passion might be the answer.

Most of us budget for our “planned” expenses but don’t do a good job of contemplating… [Read More]

When you inherit a load of money, do you know what to do? Consider these tips…. [Read More]

When the burden of debt and the monthly payments associated with a large loan become soul-crushing,… [Read More]

Every time stocks reach new highs, it should give you pause. With the S&P 500 hitting… [Read More]