Legacy Blog
401(k)s Aren’t Free: Why You Should Pay Attention to Fees
If you’re offering your employees a 401(k), you’re providing them a valuable retirement benefit. However, in our employee education and enrollment meetings, we’ve found that...
401(k) Lawsuits Emphasize Employers Fiduciary Responsibility
Offering a 401(k) or retirement plan for employees is one of the best benefits an employer can offer its employees. However, in our experience working...
Four Emotions That Can Sabotage Your Investments
Emotions can sabotage your financial plan and wreak havoc on your investments. Becoming emotional about investing is common and natural. As humans we’re wired for...
What Should You Do With Your Old 401(k)?
Legacy often conducts education meetings where we help employees eligible for their company retirement plan understand their options and prepare for retirement. Of all the...
What Money Mistakes Are You Making?
Everyone makes mistakes with money. As financial advisors, we are often asked what top money mistakes we witness. While many might expect us to expand...
Why Your Employees Aren’t Contributing to Your Company Plan
When we meet with business owners to discuss their current company retirement plan, many have a goal to use their 401(k) as a marketing tool...
Maxing Out Your Employer’s Match? Now What?
If your employer matches your 401(k) contributions, you have likely heard that your best move is to contribute up to the level your company is...
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?
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.
