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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Legacy Financial Consulting Services

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Legacy Financial Consulting Services

We strive to serve the community and help you pursue your financial goals by making prudent and tax-

09/02/2026

1,000 followers on LinkedIn. Thank you. 💙

We’re grateful to everyone who has followed along, engaged with our posts, and helped grow this community.

Every connection, question, and conversation gives us another reason to keep sharing ideas and perspectives that we hope bring value to the people we serve and work alongside.

We’re proud of the community growing here and grateful to have you as part of it.

Here’s to the next 1,000! 🥂

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/J3vqJ3c
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

09/01/2026

September is Life Insurance Awareness Month, a reminder that financial planning is about more than building wealth. It’s also about protecting what you’ve built.

Life insurance can help provide financial stability for the people and priorities that matter most when life takes an unexpected turn.

A thoughtful plan considers both what you’re building today and what you want to protect for tomorrow.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/27/2026

August is Make-A-Will Month, and a good reminder that estate planning is about much more than estate taxes.

The new tax law increased the federal estate and gift tax exemption to $15 million per person. But a higher exemption doesn’t make estate planning less important.

A will, powers of attorney, healthcare directives, and current beneficiary designations help determine what happens to your assets, who can act on your behalf, and whether your wishes are carried out.
A big exemption is not a plan.

If it’s been a while since you reviewed your estate documents, or you’re not sure everything still reflects your wishes, August is a good time to take another look.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/26/2026

Let's talk honestly about the economics of going independent.

In a well-supported transition, advisors typically bring around 85% of their client assets with them. Pair that with the higher payouts independence offers, and more of what you build stays yours.

The honest caveat: retention varies, and advisors leaving a wirehouse should plan for a lower number. That's exactly the kind of math worth running before you move, not after.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/25/2026

There’s no Fed meeting in August, so this week, attention turns to Jackson Hole.

From August 27 through 29, central bankers will gather for the Fed’s annual symposium. The Fed Chair’s remarks will be closely watched for clues about the path of interest rates ahead of the September meeting.

For investors, the important question isn’t what the Fed says on any given day. It’s whether anything they say changes the assumptions behind your financial plan.

That’s what we’ll be watching.

If changing rates have you wondering whether your portfolio or financial plan needs another look, let’s talk.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/20/2026

The tax rules changed this year. A mid-year check beats a December scramble.

A few things are now in effect for 2026 under the new tax law:

- The SALT deduction cap rose to $40,000.
- Charitable gifts are only deductible above 0.5% of your income, so timing matters more.
- Non-itemizers can deduct up to $1,000 ($2,000 for couples) in cash gifts.
- AMT rules tightened for higher earners.

With months left in the year, there's still time to plan around these, not just react to them.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/18/2026

If you're still working, earn over $150,000, and make retirement catch-up contributions, there’s an important change to know for 2026.

Under SECURE 2.0, if your prior-year wages exceeded $150,000, your catch-up contributions generally must be made as Roth contributions.

That means paying taxes on those dollars today in exchange for the potential for tax-free qualified withdrawals in retirement.

It’s worth confirming how your plan is handling the change before it shows up on your paycheck.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/14/2026

It’s National Financial Awareness Day, and 15 minutes may be enough to spot something worth revisiting.

Ask yourself five questions:

1. Could my emergency savings cover 3 to 6 months of expenses?
2. Am I saving enough to stay on track for the goals I’ve set?
3. Has my portfolio drifted from its intended allocation?
4. Are my beneficiary designations still up to date?
5. Have this year’s tax changes affected any part of my financial plan?

You don’t need to have every answer today.

But if one of these questions gives you pause, that’s probably a good place to start your next financial conversation.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/13/2026

If you're 65 or older, the new tax law added a deduction worth up to $6,000, and it's easy to miss.

For tax years 2025 through 2028, taxpayers 65+ can claim a bonus deduction of up to $6,000 per person ($12,000 for a couple where both qualify). You can take it whether you itemize or not.

It phases out above $75,000 of income for singles ($150,000 for couples) and disappears entirely at $175,000 / $250,000.

It's temporary, so the time to use it is now.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.lferie.com/?utm_source=facebook&utm_medium=social&utm_campaign=retirement-risk
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

08/11/2026

Today is Erie Gives, a day dedicated to celebrating the organizations that make Erie County a stronger place to live, work, and grow.

Local nonprofits provide essential services, create opportunities, and support countless individuals and families throughout our community. Every contribution, large or small, helps those organizations continue their important work.

If you're able, consider supporting a nonprofit that's meaningful to you today.

Visit https://loom.ly/djYzqSM to explore participating organizations and make your impact.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

Address

127 West 6th Street
Erie, PA
16501

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+18148333360

Website

http://lferie.com/

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