The Legacy Group of Allen & Company

04/05/2026

Have a great Easter Sunday!

04/01/2026

Have a blessed weekend!

03/12/2026

Navigate to the link below for a blog written by Matthew Albritton about our team’s most recent retreat!

vhttps://legacygroup.alleninvestments.com/exchange/the-legacy-group-retreat-a-behind-the-scenes-look/

Twice a year, our team steps away from the office for a day to intentionally focus on how we run our business and how we can continue serving our clients

11/18/2025

📢 The IRS Has Released the 2026 Contribution Limits

Here are the updated savings limits for 2026 to help you plan ahead:

• 401(k), 403(b) & 457(b) Plans: $24,500
– Catch-up (age 50+): $8,000 (total up to $32,500)
– Super catch-up (ages 60–63): $11,250 (total up to $35,750)

• Traditional & Roth IRAs: $7,500 ($8,600 if you’re age 50+)

• SIMPLE IRAs: $17,000
– Catch-up (age 50+): $4,000 ($21,000 total)
– Super catch-up (ages 60–63): $5,250 ($22,250)

• Health Savings Accounts (HSAs):
– $4,400 for individuals
– $8,750 for families
– $1,000 catch-up if you’re age 55+

Source: www.irs.gov

These increases create additional opportunities to save more tax-efficiently in the year ahead. If you have questions about how these updates impact your strategy, our team is here to help!

09/16/2025

This morning, our very own Dr. Lyle Bowlin shared his expert economic outlook with a group of Lakeland’s business leaders. Allen & Company and our team were well represented at the event.

A big thank-you to fellow panelists Sheridan Morby of the Florida Chamber of Commerce and Gary Ralston of Saunders Real Estate for their valuable insights.

We’re also grateful to the Lakeland Chamber of Commerce and Florida Southern College for hosting such a meaningful event that brings our community together to discuss the future of business and growth.

https://legacygroup.alleninvestments.com

08/11/2025

Being located in Lakeland, Florida - the home of Publix Super Markets - we know the grocery industry is important to many of our clients and friends.

For the second edition of our newest quarterly blog series, please see our "Quarterly Checkout" review of Publix and the Industry - penned by Legacy Group Partner, Troy Garcia, CFP®

The grocery business in mid-2025 continues to evolve around value, digital convenience, and competitive intensity. Despite rising price competition and

07/23/2025

🚨On July 4, 2025, President Trump signed a sweeping tax bill into law—and one of its most talked-about features is the introduction of “Trump Accounts.”

In our latest blog, we break down what these new accounts could mean for your Legacy, your family, and your long-term financial strategy.

📘 Don’t miss this important update—click below to learn more how it may impact your planning.

What are Trump Accounts? We’re excited to share an important update that may be of interest to you and your family. On July 4, 2025, President Trump signed into law a wide-ranging tax bill that many around the country have been watching closely. The bill includes the creation of “Trump Accounts....

07/10/2025

Hot off the presses! (Link Below)

After volatility this spring, markets have reached new highs in the past few weeks. That being said, the question of where we go from here is always the most important. Consider reading the Mid-Year Outlook from our friends at LPL Research, covering outlook for the Economy, Stocks, Bonds, and more.

As always, please reach out if you'd like to discuss this or anything else!

https://alleninvestments.com/wp-content/uploads/2025/07/LPL_midyear-outlook-2025-client-report.pdf

06/27/2025

We are thrilled to announce that Chris Hammond has been ranked 11th in AdvisorHub's list of the top 250 financial advisors to watch in the United States in 2025. 🌟

Chris’ dedication, expertise and commitment to our clients have set him apart. We are proud to have him as part of our team, and we look forward to his continued success!

See the link below for the recognition.

https://www.advisorhub.com/advisors-to-watch-under-1b-2025/

https://legacygroup.alleninvestments.com/

06/23/2025

When the Rules Shift, So Does the Risk

🚨 Iran, Israel, the U.S. — and What Comes Next

This weekend’s U.S. strike wasn’t just military—it was strategic. It has forced nearly every global player to reassess its next move:

🔻 Iran is under pressure to respond, but how far can it go without risking collapse?

🔺 Israel is reportedly preparing for more strikes—while watching Hezbollah and proxy forces.

🟰 The U.S. wants to avoid escalation—but may need to respond if Iran retaliates.

🎯 Russia could exploit the chaos, redirecting Western focus away from Ukraine.

💡 China sees a moment to gain soft power in the region by playing the energy and diplomacy card.

⚖️ Europe faces a renewed energy vulnerability—especially with potential shipping threats in the Strait of Hormuz.

🌎 This is not just about war or peace—it’s about energy flows, alliances, inflation, and market psychology.

At The Legacy Group, we’re watching closely. And more importantly, we’re helping clients translate global uncertainty into thoughtful financial planning.

Let’s talk if you’d like a briefing or a strategy check-up.

06/15/2025

Happy Father’s Day! Thank you for your guidance, support, and love you provide every day.