Ready2Retire

08/26/2026

I really didn’t know anything about her charitable activities until we found out about this program and started donating to it. If you would like to honor her, this could be a good way to do that and help bring free books to kids.

https://imaginationlibrary.com/

Dolly Parton’s Imagination Library is a book gifting program that mails free books to children from birth until they begin school in participating areas.

08/26/2026

Wow. Talk about a positive impact.

08/21/2026

08/18/2026

Don’t think inflation is bad these days?

And don’t think you (or your fiduciary team) need to account for inflation in retirement?

My daughter disagrees.

She thought someone had stolen her potato chips after she opened a fresh bag. I had to explain what has happened over the last 5 years in particular.

08/13/2026

Interesting list for a few reasons.

Here’s why young locals love where they live, according to our latest survey

08/05/2026

08/04/2026

07/25/2026

It’s always an honor to attend the Legacy Conference, & it was an even bigger honor to be asked to speak at the conference.

At our recent Legacy Honors Producer Conference, one our highest performing Producers, Benjamin Green, IMBA, CMFS, CAS, Cert. Financial Fiduciary, enthusiastically recommended Legacy’s Tune In to Sales podcast. Whether it’s episodes on long-term care solutions, developing and deepening relations...

07/16/2026

I’ve met Dr. Kotlikoff. He’s brilliant and truthful, so when he speaks my team listens.

The System's $71.9 Trillion Unfunded Liability Is Over Twice What its "Trustees" Mention

07/03/2026