Blog | Legacy Wealth Planning

Six Months and Counting

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 […]

Revisit Your Investment Strategy at Each Age Milestone

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

Changes to Student Loans and Payments in 2021

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

What Can A Financial Professional Do for Nonprofits?

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

Taxpayer Appreciation Day—Recognizing Taxpayers’ Contributions

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

Picking Up Speed

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

Financial Wellness Considerations for Those With Disabilities

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.

Changes to Medicare in 2021: What Recipients Should Know

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

The Best Money-Saving Travel Tips for 2021

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

Grand Old Flag Display Tips

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.