The Legacy Retirement Group

06/02/2026

Quick gut check: Do you know who's listed as beneficiary on your retirement accounts right now? Not who you'd want it to be — who's actually on the form. In most cases, beneficiary designations supersede your will. If yours are out of date, your estate plan may not work the way you think it does.

A forgotten form can override your will.

05/28/2026

Who needs trust falls when you can launch toilet paper at your boss’s head? 😆🧻

05/26/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

05/25/2026

Memorial Day reminds us to reflect on the courage and sacrifices of our nation’s heroes. As we enjoy time with friends and family, we also pause to honor those who served and sacrificed for our freedom.

Our office will be closed today in observance of the holiday. We will resume normal business hours Tuesday, 5/26.

05/22/2026

Grateful for another successful Lunch N Learn! We had a lovely afternoon catching up with our families and delving into market trends, Medicare, and account titling best practices. 📊

Special thank you to our friends from who gave us some great information on aging in place!

We look forward to seeing everyone again on August 19th for our Q3 Lunch N Learn. Thanks for being such a special part of our community!🤩

05/19/2026

Spring means new beginnings, especially for your finances! Check out our newsletter for fresh, effective ways to potentially boost your financial well-being.

Time to tend, w**d & water your future. Here's how.

05/14/2026

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices, and persistent inflation, we saw a meaningful pullback across major indexes. The bigger question now is what comes next. I put together a clear, no-noise breakdown of what happened and what I’m watching going forward.

Here's what savvy investors should know

05/12/2026

Ready for a financial refresh? Our latest newsletter offers simple yet powerful strategies to find your potential for financial growth.

These 4 steps can shed light on your potential.

05/10/2026

Happy Mother’s Day to Teppi and Emily, two amazing moms on our team, and to all the incredible mothers in our lives! 💐

We honor your dedication, strength, and kindness today and every day. Thank you for your unwavering support and love. You inspire us both at work and beyond!🩷

05/07/2026

Pullbacks feel uncomfortable. They’re also normal. Here’s what history suggests about what may come next.

Here's what you need to know