Disruptive Technologies:

September 21st, 2022 by Legacy Wealth Planning

For decades, we have seen some incredible innovation occur. How about the Ford Model A? Most of us, unless we are over 100, were not affected by this innovation, but most of us experienced cassette tape, the VCR, the compact disc and most recently, the internet, streaming television, electric vehicles and even public space flight. […]

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Cheesy Pumpkin Bacon Pasta Bake

September 20th, 2022 by Legacy Wealth Planning

Never shy away from incorporating pumpkin into fall cooking, especially in savory dishes. The epitome of a fall casserole—layers of pumpkin, cheese, and bacon meld together perfectly for a taste of the season in every bite. Ingredients: For the pumpkin sauce 1 clove garlic, minced 15 ounces pumpkin puree 1 cup chicken broth 1 cup […]

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It was the Best of Times and the Worst of Times

September 12th, 2022 by Legacy Wealth Planning

When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month […]

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Life Insurance: How Much Is Enough?

September 9th, 2022 by Legacy Wealth Planning

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your family can be complicated. Rather than using an arbitrary formula, such as having enough coverage to equal […]

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Figuring Out a 401(k) Strategy That Works for You

September 7th, 2022 by Legacy Wealth Planning

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value).

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Tax-Advantaged 529 Accounts

September 1st, 2022 by Legacy Wealth Planning

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for the 2021-2022 school year was $10,740 for in-state students and $27,560 for out-of-state students. The average cost of a private university was much higher at $38,070.

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3 Investing Lessons For Beginners You Won’t Learn In School

August 24th, 2022 by Legacy Wealth Planning

Twenty-one U.S. states, including Kentucky, Texas, and Virginia, require public schools to provide high school students with financial literacy courses.1 But even among the school systems that provide general financial education to students, the topic of stock investing often remains unaddressed.  What should beginners know to give them the best leg up in the world of investing? What mistakes or […]

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The Different Stages of Financial Freedom 

August 12th, 2022 by Legacy Wealth Planning

If you’re living paycheck-to-paycheck or stuck in a job you don’t love just to pay the bills, it can be easy to feel as though you’re financially trapped. But financial freedom doesn’t need to be elusive—with some focused and consistent effort, you may be able to achieve financial freedom sooner than you expected. Below, we’ll […]

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Value Investing and Today’s Affluent Portfolio

August 5th, 2022 by Legacy Wealth Planning

Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds with similar objectives, value investors may realize positive returns. With proper diversification, the prudent use of a value-based investment philosophy may well serve […]

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In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride that has given heartburn to financial professionals and investors alike. For retirees and seniors on a fixed income, the true […]

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