Legacy Blog
Everyone Talks About Asset Allocation. Here’s the Strategy They Rarely Mention.
If you’ve ever worked with a financial advisor or read an investing article, you’ve probably heard the phrase asset allocation. It’s one of the cornerstones...
Trump Accounts Are Now Live: Here’s What You Need to Know
Earlier this year, we covered the basics of the new Trump Accounts: who qualifies, how contributions work, and the $1,000 government seed contribution available for...
Roth IRAs: The Basics
When it comes to saving for retirement, one of the most common questions people ask is whether they should contribute to a Roth IRA. When...
When Is It Time to Shop Around for Insurance?
Most people don’t think much about their insurance unless something goes wrong. Policies renew automatically, premiums get paid, and it’s easy to leave everything on...
The Five Stages of Career Change
Most people are familiar with the five stages of grief. It’s often referenced by mental health professionals, and unfortunately, many of us have experienced these...
Gift Tax Explained: What Counts, When to Report It, and Why Most People Never Pay It
If you’re helping family or friends with money, a car, or even a down payment on a home, you’ve probably heard the term “gift tax.”...
The Solo 401(k): The Retirement Account Built for the One-Person Business
Most retirement accounts were designed with someone else in mind. Traditional pensions assumed lifelong employment. Workplace 401(k)s assume a company with HR and a plan...
SEP IRAs Explained: Eligibility, Contribution Limits, and Key Planning Benefits
If you are self-employed, a freelancer, or a small business owner, you may be sitting on one of the most underutilized retirement savings opportunities available...
The “Augusta Rule” Is Coming to Kansas City: Opportunity or Overhyped?
With the 2026 World Cup coming to Kansas City, I’ve already had a few conversations that all sound pretty similar: “I heard people might be...
HSAs Explained: Who Qualifies and Why They’re So Powerful
A Health Savings Account (HSA) is a way to set aside money for future medical expenses and is one of the most tax-efficient savings tools...
The Impact of Oil and Gasoline Prices
March madness was not just about basketball in 2026. For many Americans, the price of gasoline provides the “scoreboard” that determines their outlook on the...
Financial Planning in Your 30s
Balancing Growth, Family Decisions, and Bigger Financial Commitments Your 30s are often when life speeds up. Careers start gaining traction. Income typically increases. At the...
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.
