Legacy Blog
Three Steps the “Sandwich Generation” Can Take to Avoid Depleting Retirement Funds
Middle aged adults are increasingly being referred to as the “sandwich generation,” as they face the prospect of financially supporting both aging parents and young...
5 Reasons You Aren’t Getting a Refund This Year
It’s that time again; when you fret over how much you’ll owe the IRS. Even though your paychecks feel like they’ve been obliterated all year...
5 Reasons Your Business May Need a Trust
Own a business or running your family business? Protecting what you’ve built is key, and a Trust may be just what you need.
The New Way To Retire: Doing What You Love
Working isn’t for everyone, and neither is retiring. Your passion might be the answer.
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?
Inheriting Money? 5 Smart Things to Remember.
When you inherit a load of money, do you know what to do? Consider these tips.
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.
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,...
How To Dump Over $50,000 Into Your 401(k) This Year
How much are you allowed to contribute to your 401(k)? Possibly a lot more than you think.
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.
