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.
When to file your taxes in 2023 to avoid late fees and get your refund as fast as possible
Answers to your all-important tax-filing questions. Read More
Blockchain Technology: Overhyped or Underused? Here's What You Should Know.
Unfortunately, crashes like FTX play into fears that blockchain is more hype than breakthrough. Will blockchain once and for all prove not very useful in the enterprise? Read More
What type of life insurance is right for me?
More than half of people overestimate the cost of life insurance, and 30% believe life insurance is only for end-of-life expenses. But life insurance can be an affordable expense, and it isn't just for paying for funerals. Read More
I Built a Public Persona Around Positive Thinking, Until the Most Devastating Year of My Life Made Me Rethink Everything. Here's What I Realized.
When we're grieving, it's not always possible to find silver linings, or be "positive" in the traditional sense. But if we are willing to be present, "microjoys" can bring us back to ourselves. Read More
The Global Economy of 2023 Is Going to Be a Wild Ride
The pillars of prosperity that supported 30 years of growth have crumbled. Now the world has to cope with inflation, labor shortages and geopolitical unrest. Read More
What to Do If You Contribute Too Much to Your Roth IRA
Here's how to fix an overcontribution and avoid tax penalties Read More
Quarterly Economic Update
View our most recent quarterly economic update to stay informed.
Legacy Group Quarterly Update | Q4 2022 Recap
Stocks rallied amid better-than-expected corporate earnings, increasing hopes of a slowdown in rate hikes, and indications that inflation may be moderating until retreating on renewed recession worries.
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