Revisit Your Investment Strategy at Each Age Milestone

July 30th, 2021 by Legacy Wealth Planning

As the saying goes, “50 is the new 40″—and with Americans living longer than ever before, it’s not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early retirement, it can be helpful to revisit your net worth […]

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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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Financial Wellness Considerations for Those With Disabilities

July 5th, 2021 by Legacy Wealth Planning

Some of the unique factors and considerations to take into account when you’re on the path to financial wellness—and living with a disability.

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Changes to Medicare in 2021: What Recipients Should Know

July 4th, 2021 by Legacy Wealth Planning

Stay on top of current offerings, costs, and enrollment dates so that you can select the plan that best fits your needs.

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The Best Money-Saving Travel Tips for 2021

July 1st, 2021 by Legacy Wealth Planning

Start implementing these tips now to make your travel dreams come true.

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Grand Old Flag Display Tips

June 2nd, 2021 by Legacy Wealth Planning

It’s important to know just why we have the guidelines that we do, and why following these federal rules are pertinent for displaying this American symbol.

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Maximize Your Summer Fun With These Ideas

June 2nd, 2021 by Legacy Wealth Planning

Looking for things to do this summer? Then, check out this list of fun and relaxing summertime ideas.

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