Legacy Blog

How the Costs and Benefits of College Affect Financial Plans
How the Costs and Benefits of College Affect Financial Plans
  For many households, college decisions are a cause for celebration. However, college also represents one of the largest expenses and sources of financial stress...
There Are Three Levels of Investment Management: Which One is Right for You? 
There Are Three Levels of Investment Management: Which One is Right for You? 
If you’ve been diligent, fortunate, or simply good at managing your finances, chances are you’ve accumulated a tidy sum over the years. Whether it’s through...
IRMAA – Who is She and Why is She Raising My Medicare Premiums?
IRMAA – Who is She and Why is She Raising My Medicare Premiums?
As Americans, many of us work our entire careers, paying taxes as we go, giving little thought to the payback we may or may not...
Legacy Rings in 2024 by Welcoming Two New Talented Team Members
Legacy Rings in 2024 by Welcoming Two New Talented Team Members
It’s hard to recall another year in Legacy’s 23-year history that promised as much excitement as 2024. This summer, we’ll transition to a brand-new office...
Why Budgets Don’t Work (And What to Do Instead)
Why Budgets Don’t Work (And What to Do Instead)
“You should make a budget.” The B-word itself is enough to make most of us squirm in our chairs. After two decades of helping individuals...
Choosing the Right Life Insurance for Your Family
Choosing the Right Life Insurance for Your Family
Planning for the financial security of your loved ones after you’re gone is a crucial yet often neglected aspect of financial planning. Imagining our loved...
Six Important Questions to Ask Before Hiring a Divorce Attorney
Six Important Questions to Ask Before Hiring a Divorce Attorney
Divorce can be a complex and challenging process, and it’s important to find an attorney who can provide you with high-quality legal representation and help...
Ten Big Financial Mistakes & What They Sound Like
Ten Big Financial Mistakes & What They Sound Like
We’ve all made mistakes. When it comes to planning for your financial future, mistakes are avoidable with some common sense and professional guidance. Below are...
Silicon Valley Bank Failure — What it Means and What You Should Do
Silicon Valley Bank Failure — What it Means and What You Should Do
Most Americans were not familiar with Silicon Valley Bank until Wednesday of last week when the California-based bank announced that they were looking to raise several billion...
The Five Stages of a Career Change
The Five Stages of a 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...
Sick of Everyone Telling You to Stay the Course? Read This.
Sick of Everyone Telling You to Stay the Course? Read This.
Black Monday. The dot-com bubble. 9/11. The Financial Crisis. COVID-19. Whatever last year was. That covers about the last 30 years of market crashes. It’s...
How Secure Act 2.0 Will Change the Way You Save For Retirement
How Secure Act 2.0 Will Change the Way You Save For Retirement
As part of the recently approved 1.7 trillion-dollar spending bill, Congress has approved a measure known as Secure Act 2.0. A supplement to the original...

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.