Legacy Wealth Planning

09/24/2026

Tuition is rising. Without a plan, your other financial goals could pay the price.

Not all college savings options work the same way. Legacy Wealth Planning helps families compare:

• 529 College Savings Plans
• UTMA/UGMA Accounts
• Coverdell Education Savings Accounts

A thoughtful education funding strategy can help balance today's priorities with tomorrow's opportunities.

If education funding is part of your family's vision, let's discuss how a personalized approach can help you prepare confidently.

📅 Schedule a consultation today: https://www.lwpreno.com/education-planning

09/23/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

09/22/2026

They greet us at the door, keep us active, make us laugh, and love us unconditionally. It's no wonder dogs have earned the title of "man's best friend."

National Dog Week is a time to celebrate the loyalty, companionship, and countless ways dogs enrich our lives. It's also an opportunity to raise awareness about pet adoption, responsible dog ownership, and the importance of treating all animals with kindness and care.

Whether your pup is a devoted walking partner, a professional treat inspector, or simply the ruler of your household, today is the perfect day to show them a little extra love. ❤️

🐶 Let's celebrate together! Share a photo of your dog in the comments below!

09/22/2026

The first day of fall is a reminder that change is constant, time is precious, and the moments we're living now won't come around again.

09/21/2026

Too often, we assume there will always be more time.

More time to visit. More time to ask questions. More time to hear the stories.

Create a memory. Share a laugh. Make a connection. Today's moments become tomorrow's memories.

09/21/2026

Many families worry about saving too much in a 529 plan.

Recent legislation may help ease that concern.

Eligible beneficiaries can potentially move unused 529 assets into a Roth IRA, helping transform excess education savings into long-term retirement savings.

That's a powerful shift in how many families think about college planning.

Have questions about the latest 529 plan changes?

Contact Legacy Wealth Planning to discuss how they may fit into your family's long-term goals.
https://www.lwpreno.com/education-planning

09/18/2026

Most people think life insurance is only about what happens after you're gone.
They're missing half the story.
Life insurance can be a powerful financial planning tool that helps protect your family, preserve wealth, and support long-term goals. Download our free guide and learn what you should know before purchasing a policy.

Life insurance is not just about covering the financial loss upon death; it's also a critical tool in financial planning. The reasons for purchasing life insurance are numerous and unique to one's situation. In this guide, we outline the basics of life insurance to help you make an informed decision...

09/15/2026

Healthcare needs evolve. Medicare plans evolve, too.

The plan that worked for you last year may not be your best fit this year. That's why reviewing your coverage annually is one of the most important financial and healthcare decisions you can make.

During Medicare Education Week, take time to:
✅ Review your current coverage
✅ Compare available plan options
✅ Verify your doctors and prescriptions
✅ Understand potential costs and benefits

👉 Explore your options and learn more at Medicare.gov

09/14/2026

What if life insurance is one of the most misunderstood financial tools available?

Beyond protection, it may offer:

✔ Tax-free legacy planning
✔ Tax-deferred growth
✔ Access to cash value
✔ Wealth transfer strategies

The real value isn't the policy itself. It's how it's structured.

Contact Legacy Wealth Planning to see how it may fit into your overall financial strategy: https://www.lwpreno.com/team

09/11/2026

As we approach the 25th anniversary of 9/11, three powerful television specials are offering a chance to remember, reflect, and hear firsthand stories of courage, survival, and resilience. Discover the programs commemorating this historic day.

From recreating the timeline of events to bringing together survivors and their rescuers, these television specials— ‘102 Minutes Inside the Towers’ on the History Channel, ‘9/11: United We Stand—25 Years Later’ on ABC and ‘9/11 Reunited’ on National Geographic—honor the anniversar...