Matter of Tax

September 9th, 2021 by Legacy Wealth Planning
Matter of Tax and Trusts

Thoughts on establishing a trust and tips for avoiding inheritance squabbles. Reasons to Consider a Trust Should you set up a trust? Maybe you’ve been to a seminar where they scare the life out of you, convincing you to start one. Let’s demystify this murky but very important area. Trusts are legal arrangements that give […]

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Navigating the FAFSA in 2021

September 7th, 2021 by Legacy Wealth Planning
Navigating the FAFSA in 2021

Whether you’re applying for your own college aid or helping your teen get started on their college applications, you’ve probably heard of the Free Application for Federal Student Aid (FAFSA). This document holds an important place in the college aid process and may even impact the college or university you attend. Below, we discuss some […]

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The Bull Market Continues

September 2nd, 2021 by Legacy Wealth Planning
September Market Update Letter

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much […]

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Some Key Uses of Life Insurance

September 1st, 2021 by Legacy Wealth Planning
Key Uses of Life Insurance

Have you ever thought about the important role life insurance can play in helping you manage a variety of important financial objectives? Let’s look at some “slice of life” hypothetical examples and you’ll see how life insurance can have broad applications. Creating an “Instant Estate.” First, consider this scenario: A young married couple, Cheryl and […]

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Six Months and Counting

August 5th, 2021 by Legacy Wealth Planning

Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating back to the March 2020 low. With stocks nearly at a double from those lows, it has indeed been […]

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Revisit Your Investment Strategy at Each Age Milestone

July 30th, 2021 by Legacy Wealth Planning

It can be helpful to revisit your net worth (and investment strategy) at each milestone age to make sure you’re on track.

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Changes to Student Loans and Payments in 2021

July 28th, 2021 by Legacy Wealth Planning

Learn more about some changes to student loans and the repayment process in 2021.

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What Can A Financial Professional Do for Nonprofits?

July 27th, 2021 by Legacy Wealth Planning

Learn more about the different ways a financial professional can help non-profits succeed.

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Taxpayer Appreciation Day—Recognizing Taxpayers’ Contributions

July 20th, 2021 by Legacy Wealth Planning

Learn more about this holiday and learn more about some of the advances made possible using taxpayer dollars.

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Picking Up Speed

July 7th, 2021 by Legacy Wealth Planning

In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected.

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