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.
Small Gifts – Big Impact: Why Annual Exclusion Gifting is a Great Estate Planning Tool
Small Gifts – Big Impact: Why Annual Exclusion Gifting is a Great Estate Planning Tool
Annual exclusion gifting is perhaps one of the simplest estate planning strategies, and yet, it's one that regularly gets overlooked. Taking advantage of your annual exclusion and implementing a gifting…
Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control
Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control
One of the main reasons people avoid reviewing or updating their estate plan is because they believe it means that they will be giving up control of their assets. This…
Are Your Mutual Funds Increasing Your Tax Bill? Don’t Let Capital Gains Tax Surprise You.
Are Your Mutual Funds Increasing Your Tax Bill? Don’t Let Capital Gains Tax Surprise You.
Many tax professionals in accounting offices across the country have had to deliver unexpected news to their clients this year about the capital gains tax increasing the amount of total…
Estate Tax Exemption Changes Coming in 2026: Revisit Estate Planning Now
Estate Tax Exemption Changes Coming in 2026: Revisit Estate Planning Now
Inevitable changes are coming to the current estate tax laws. These changes will have an immediate impact on the amount of estate taxes you will pay, but may also limit…
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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.
Using Credit Cards More Often? Here's How Experts Say You Should Manage
The first step to managing your debt may be avoiding it in the first place. But for those who can’t, here are some suggestions for getting out of trouble. Read More
A ‘What-If’ Income Solution For Retirees
If your retirement plan assumes a thirty-year retirement, will you be able live comfortably if it turns out you’ll live another ten years beyond that? A QLAC can help Read More
As stock prices fall, investors prepare for an autumn chill
Markets are in a very different place from earlier in the year Read More
The 25 Colleges With The Highest Payoff
From MIT to the City College of New York, these 25 schools send graduates out into the world with high earnings potential and little if any student debt. Read More
Warren Buffett’s Secret Formula For Wealth Creation
Albert Einstein reportedly called it the 8th wonder of the world, and Warren Buffett used it to create massive wealth. Investors can utilize its power for themselves. Read More
AI Is Helping to Launch New Businesses (and Not Just AI Businesses)
Entrepreneurs say use of artificial intelligence for a variety of tasks is accelerating the path to hiring and, ideally, profitability. Read More
Quarterly Economic Update
View our most recent quarterly economic update to stay informed.
Legacy Group Quarterly Update | Q2 2024 Review
Following a rocky start, Stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower…
Archived Economic Updates
Looking for updates from the past? Click any of the reports below to view a previous quarterly update.
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