Legacy Wealth Strategies, LLC

08/28/2026

Market ups and downs can feel more stressful near retirement. A thoughtful strategy can help you stay focused on your long-term goals. To get started, call our office at 402-614-9489

08/24/2026

Here are some strategies to consider for how to withdraw retirement savings and reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

08/21/2026

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

08/17/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

08/14/2026

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

08/10/2026

See how you stack up against your peers when it comes to retirement savings.

See how you stack up against your peers when it comes to retirement savings.

08/07/2026

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

08/03/2026

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

07/31/2026

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.

Are you still on track with the goals you set at the beginning of the year? Have any major life changes shifted your priorities? Are your savings, retirement contributions, debt strategy, and investment plan still aligned with where you want to go?

A mid-year financial tune-up can help you make thoughtful adjustments now instead of waiting until year-end.

Now is a good time to review your progress, refocus your priorities, and make sure your financial plan still supports the bigger picture.
Have questions about your 2026 financial goals? Let’s connect.

07/27/2026

Learn how applying for Social Security benefits at different times will have a financial impact.

Learn how applying for Social Security benefits at different times will have a financial impact.