MGE Legacy Wealth Advisors

07/04/2026

Happy Fourth of July from our office! We hope your day is filled with celebration, great company, and time to recharge. Enjoy the holiday weekend!

06/30/2026

Looking for the latest market insights? Our Weekly Market Commentary from LPL Financial is now live! Explore key trends and analysis to stay informed about what’s shaping the markets.

👉 Read it here: https://mgelegacywealth.lpl.com/weekly-market-commentary-kf26a

06/24/2026

Philanthropy is most effective when it is intentional and thoughtfully integrated into your overall financial strategy. This infographic highlights key considerations for mid-year giving, including aligning charitable intent with tax planning, estate considerations, and long-term goals to help create meaningful impact.

Explore these philanthropic planning strategies and consider how coordinated giving can support both your values and your broader wealth plan. Contact our team to learn more:
https://mgelegacywealth.lpl.com/contact

Content in this material is for educational and general information only and not intended to provide specific advice or recommendations for any individual.

06/21/2026

🌿 Today marks the start of summer and a practical time to evaluate your financial priorities. Reviewing your plan can help ensure you remain on track with the goals you’ve set for the year.

Contact our team for support with a mid-year financial review: https://mgelegacywealth.lpl.com/contact

06/19/2026

Our office will be closed today in recognition of Juneteenth. We will reopen and return to normal business hours on Monday, the 22nd.

06/10/2026

As we move through the second half of the year, a mid‑year financial review is a helpful way to check progress and stay aligned with your long‑term goals. This 10‑step overview highlights key areas to revisit, from portfolio performance and asset allocation to risk exposure and financial plan updates.

Explore the checklist and consider whether it’s time for a mid‑year conversation about your financial strategy. Contact our team to discuss your plan today: https://mgelegacywealth.lpl.com/contact

Quick check-in to help you stay aligned with your goals

05/29/2026

529 Day is a reminder to step back and look at the full picture of college planning.

Beyond saving, families often juggle academics, applications, financial aid, and overall costs. A simple checklist can help keep those moving parts in one place as students move from high school to enrollment.

Access the Parent’s College Planning Checklist now to learn more.

Questions? Contact our team:
https://mgelegacywealth.lpl.com/contact

Key considerations from high school through enrollment.

05/25/2026

On this Memorial Day, we pause to reflect on the courage and sacrifice of the men and women who served our nation.

Our office will be closed today in observance of the holiday. We will reopen and return to normal business hours on Tuesday.