Legacy Advisory Services

10/30/2023

12/20/2022

When was the last time you reviewed your estate plan?

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

09/20/2022

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Monthly Market Insights | September 2022 U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The Dow Jones Industrial Average dropped 4.06 percent whereas the Standard & Poor’s...

08/18/2022

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

08/17/2022

Learn how work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money and give you peace of mind.

08/16/2022

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

08/11/2022

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

08/10/2022

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

08/09/2022

Are you overpaying your ? Here’s five overlooked .

Five overlooked tax deductions to help manage your tax bill.

08/05/2022

Investors are optimistic on the heels of earnings season and the Fed meeting minutes.

Monthly Market Insights | August 2022 U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Dow Jones Industrial Av...

08/04/2022

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.