Blog | Legacy Wealth Planning

Maximize Your Summer Fun With These Ideas

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

Gearing up for Summer

As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time highs. Although there are many positives, a lot of this good news could […]

Tips for Repaying Your Student Loans

Ready to get started? Here are some tips to take for repaying your student loans.

Out of the Shadow

As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime.

Contribute to an IRA Before the May 17 Deadline

Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17, 2021.

How Much Life Insurance Do You Need?

You should periodically review your needs to ensure that your life insurance coverage adequately reflects your life situation.

529 Plans vs. Other College Savings Plans

529 plans can be a great way to save for college, but they’re not the only way.

10 Tips for Small Business Owners

Here are 10 tips to follow in weighing a small business owner’s financial plan.

Key Benefits of a Financial Advisor

Financial professionals help their clients create strategies to develop their wealth, from optimizing their taxes to setting retirement savings goals.

Retirement Planning: To Roth or Not to Roth?

Understanding the potential benefits and drawbacks of each type of IRA can help you make more informed decisions.