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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

end or year in the winter time in big city at night with illuminated Christmas tree under tower walkwayUncategorized
December 6, 2022

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…
Generational family taking selfie together while celebrating birthdayUncategorized
November 17, 2022

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 strategies help older couples minimize estate and future inheritance taxesUncategorized
August 30, 2022

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…
Capital Gains TaxUncategorized
June 9, 2022

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 exemptionUncategorized
May 9, 2022

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.
When to file your taxes in 2023 to avoid late fees and get your refund as fast as possible

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.

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?

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.

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 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

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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