Five Things To Do Before End Of Year To Solidify Your Finances
The rush and excitement of the end of year is in full swing as you prepare for the holidays and buy those last-minute gifts for a special loved one. Just…
View helpful articles here to help with questions you may have regarding your financial journey.
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Curated Articles
The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
Mother trees and socialist forests: is the ‘wood-wide web’ a fantasy?
In the past 10 years the idea that trees communicate with and look after each other has gained widespread currency. But have these claims outstripped the evidence? Read More
Three Things To Consider Before You Downsize In Retirement
Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their current needs. Read More
The Most Important Retirement Decision For Pre-Retirees
Shift your decisions from saving for retirement to living in retirement, and focus on the retirement decisions with the most impact. Read More
How Higher Interest Rates Change Tax And Estate Planning Strategies
Higher interest rates make some strategies more advantageous than a few years ago, while others have lower benefits. Read More
As More People Retire In Debt, Here’s How To Reverse The Trend
For a growing number of older adults, debt has become an unwelcome financial burden. There are ways to pay it down. Read More
What eight centuries of data tell us about interest rates
Adopting an eight-century timeframe suggests that the ultra-low rates we saw in the early 21st century were a slightly excessive deviation from the trend. Read More
Quarterly Economic Update
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Legacy Group Quarterly Update | Q4 2023 Review
Stocks moved higher in the final three months of the year as bond yields trended lower in growing anticipation of a potential Fed easing.
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