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Legacy Retirement Group

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Dublin, OH
Legacy Retirement Group

Plan Smart. Retire Well. https://linktr.ee/legacyretirementgroup Investment Advisory Services offered through Legacy Advisory Network, LLC.

07/17/2026

Protect what you need for income. Then grow the rest.

After 33 years of working with retirees, we believe retirement assets should have a clear purpose.

One portion may be positioned to help support dependable income and near-term needs. The remaining assets can then be invested for longer-term growth based on your goals, time horizon, liquidity needs, and tolerance for risk.

This approach may help retirees avoid depending entirely on market performance to cover their regular expenses.

There is no single strategy that is appropriate for everyone. A retirement plan should be personalized and reviewed as your needs and circumstances change.

Visit LegacyRetirementGroup.com to learn more.

07/16/2026

Most people would not be comfortable with a paycheck that changes every month. So why should retirement income be any different?

When retirement withdrawals come entirely from the market, a decline in account value may require you to:

• Reduce your income
• Withdraw a larger percentage of your portfolio
• Adjust your lifestyle during an already stressful market
• Risk selling investments while values are down

One possible strategy is to protect a portion of the income needed for essential expenses. Depending on your circumstances, an income annuity may be one tool considered as part of a broader retirement plan.

Visit LegacyRetirementGroup.com to learn more.

07/15/2026

The better retirement question is not, “How much money do I need?”

It is: “How will I create $100,000 per year of reliable, dependable, and tax-efficient retirement income?”

Your savings are important, but the strategy behind turning those savings into income matters just as much.

A thoughtful retirement plan should consider:

• Where your income will come from
• How taxes may affect your withdrawals
• How market volatility could impact your lifestyle
• How long your income may need to last

You have spent years building your retirement savings. Now it is time to create a plan for how those savings will support your future.

Visit LegacyRetirementGroup.com to learn more.

07/10/2026

Today we’re celebrating Kelly, our incredible Operations Manager!

Your leadership, dedication, and hard work keep everything running smoothly at Legacy Retirement Group. We’re so grateful for your commitment to excellence and the positive impact you make every day.

Wishing you a fantastic birthday and a year filled with success and happiness!

07/09/2026

Just because something is a strong company does not mean your investment cannot go down.

In this clip, Greg and Kristen talk about a common misunderstanding in retirement planning: the difference between a quality investment and a “safe” investment.

If your money is in the market, it can go up and down. That may feel manageable when you are younger and have more time to recover from market declines. But when you are in your 60s and preparing to use your savings for income, market volatility can feel very different.

That is why retirement planning should consider more than just growth. It should also account for income needs, risk tolerance, risk capacity, time horizon, and how much volatility you are comfortable taking at this stage of life.

A strong retirement plan helps give each part of your money a clear purpose.

07/08/2026

In this clip, Greg explains why retirement planning should be built with purpose. Different parts of your money may need to serve different roles — liquidity, income, growth, protection, and long-term planning.

That is why we often talk about the three-bucket approach: organizing your money by purpose so your retirement plan is not dependent on one single account, product, or strategy.

A comprehensive retirement plan should consider how your assets work together based on your income needs, risk tolerance, tax situation, and long-term goals.

07/07/2026

Think it’s too late to start tax planning at 62?

It may not be.

In this clip, Greg shares a story about a woman who came into the office believing she had waited too long to review her retirement tax situation. But after looking at her overall picture, the conversation shifted from “it’s too late” to “what options may still be worth reviewing?”

Without a proactive tax strategy, many retirees simply follow the default tax rules in retirement.

A comprehensive retirement plan should look beyond investments and consider income, taxes, healthcare, and legacy planning so you can make more informed decisions before and during retirement.

07/04/2026

Wishing you a safe and joyful Independence Day! Today, we celebrate the spirit of freedom, unity, and innovation that drives our nation forward. Happy 4th of July from all of us at Legacy Retirement Group!

07/03/2026

Join us in celebrating the birthday of Greg Taylor, the visionary founder and owner of Legacy Retirement Group!

Your leadership, passion, and dedication inspire us every day to provide exceptional retirement solutions for our clients. We’re grateful for your guidance and commitment to making a difference in the lives of so many.

Happy Birthday, Greg!

06/27/2026

Roth conversions are not about guessing. They are about running the numbers. In the right situation, a proactive tax strategy may help reduce lifetime taxes and create more flexibility in retirement. The key is knowing when, how much, and why.

Address

6315 Emerald Pkwy
Dublin, OH
43016

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Telephone

+16143367660

Website

http://www.legacyretirementgroup.com/, https://linktr.ee/legacyretirementgroup

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