Legacy Blog
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
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...
If We Enter a Recession, What Are the Implications?
These days, “recession” is by far the most frequently uttered word on financial news networks. It’s a term that evokes fear and loathing. But what...
The Government Just Forgave Billions in Student Loan Debt. Do You Qualify?
Last week, the White House announced a plan to forgive up to $20,000 of debt relief for borrowers who qualify. The move was met with...
Stop Spending Your HSA Dollars
When it comes to medical expenses, the amount we spend each year feels pretty out of our control. We can’t just choose to avoid sickness...
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business success is predicated on consumers choosing to pay us...
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may have made. Afterward, you may hear them talk about...
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told me we were going someplace, but it was “a...
Is This a Bad Time to Buy a Home?
If you’re in the market for a new home, you’ve undoubtedly experienced the frustration of what realestate professionals call a “seller’s market.” By May, Zillow...
The Truth About Tax Brackets
How many times have you been warned to be careful about “pushing yourself into the next tax bracket” as if this might awaken the flying...
Budgets vs. Spending Forensics — Which is Right for You?
Another new year is upon us, and as bizarre and surreal as the last two years have been, Jan. 1 always inspires resolutions. Habits related...
Legacy Welcomes Jeff Hrabe to the Team
The new year has brought new talent to Legacy Financial Strategies. We are pleased to announce that Jeff Hrabe, CMFC®, has joined Legacy as a...
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.
