Skip to main content

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…
Provided by Advisor Stream

Curated Articles

The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries

Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries

The rules guiding the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but at least one aspect is straightforward: Whether a spouse or non-spouse is named the beneficiary of the account when the IRA owner dies, the current tax law allows the inheritance, or the total sum in the account, to be accepted tax-free. Read More

Why Banks and Airlines Love Rewards Cards More Than You Do

Why Banks and Airlines Love Rewards Cards More Than You Do

No matter how many business-class upgrades are granted, the house wins. Read More

Do you have text neck? How phones are affecting us physically

Do you have text neck? How phones are affecting us physically

Experts say they frequently see people in pain from smartphone use. Here’s how to avoid common problems. Read More

The Dark Side of AI: 3 Security Predictions to Watch Out for in 2024

The Dark Side of AI: 3 Security Predictions to Watch Out for in 2024

Dive into key enterprise security trends for the year, including AI-powered defenses, the dark side of generative AI, and the shift toward passwordless authentication. Read More

Revenue is up 40%. Why Am I Still Laying Awake at Night Worrying About Cash Flow?

Revenue is up 40%. Why Am I Still Laying Awake at Night Worrying About Cash Flow?

After many sleepless nights as an entrepreneur, peace of mind is priceless. Read More

8 Tips To Make Tax Filing Easier This Year

8 Tips To Make Tax Filing Easier This Year

Here are eight tips that taxpayers should be aware of as they start preparing their tax return this year. Read More

Quarterly Economic Update

View our most recent quarterly economic update to stay informed.

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.

VIEW REPORT

Archived Economic Updates

Looking for updates from the past? Click any of the reports below to view a previous quarterly update.

Q3 2023 RecapQ2 2023 RecapQ1 2023 RecapQ4 2022 Recap
Legacy Group Specialized Services:

Get In Touch With Us Any Time

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

LOCATIONS

Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791

Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788

Queens
2112 Broadway
Astoria, NY
11106

Keep up to date and

Stay In The Know

Sign up for monthly emails that keep you up to date with tips and what is happening in the market.