Own a business or running your family business? Protecting what you've built is key, and a Trust may be just what you need. … [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. … [Read more]
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 that one-off splurge or the unexpected. What to do? … [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, here are a few things you should consider. … [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 and clearing its previous high water mark last week, the news outlets are very excited…but what should you do? … [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)? Â Possibly a lot more than you think. … [Read more]
Robo Advisors? Choose Wisely.
Is your advisor a REAL person or just someone in space who simply takes your data and crunches numbers, and then ultimately shoots their financial plan recommendation back to you via email (aka...Robo Advisors)? Or does your advisor genuinely care … [Read more]
Does My Financial Plan Have Me Headed In The Right Direction?
This is a question we sometimes hear from a client or someone we're considering as a new client. … [Read more]