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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.
What Is a Good 401(k) Match? How It Works and What's the Average

What Is a Good 401(k) Match? How It Works and What's the Average

If you work for a company that has a 401(k) plan, congratulations. As of 2020, nearly 60 million Americans took part in roughly 600,000 company retirement plans. According to Investment Company Institute, there were about $7.3 trillion in assets invested in 401(k) plans as of the end of June 2021.1 Read More

Investing in Your HSA vs. Your 401(k)

Investing in Your HSA vs. Your 401(k)

Health Savings Accounts (HSAs) and 401(k) plans are offered by many employers in the United States. Both HSAs and 401(k) plans can offer tax benefits, but these two types of accounts have distinct purposes and rules. What is the difference between your HSA and your 401(k)? Read More

The 7 Financial Sins of the Self-Employed

The 7 Financial Sins of the Self-Employed

Self-employment is a journey that requires continuous learning and adaptation. So be open to learning, exhibit unwavering discipline, and make wise financial decisions to build a lasting and prosperous career. Read More

Finding Success in Failure — 8 Lessons Learned from Failed Ventures

Finding Success in Failure — 8 Lessons Learned from Failed Ventures

Here are eight valuable lessons for entrepreneurs on how to embrace failure and succeed after setbacks. Read More

What to Do If You Are Drowning in Credit-Card Debt

What to Do If You Are Drowning in Credit-Card Debt

Consumers typically pay down balances in the first quarter after splurging during the holidays. But this year more are falling behind on payments. Read More

'Fear is contagious': Warren Buffett warns you can't run an economy when people worry if their money is safe in banks

'Fear is contagious': Warren Buffett warns you can't run an economy when people worry if their money is safe in banks

Speaking at Berkshire Hathaway Inc's annual shareholder meeting, Warren Buffett criticized how politicians, regulators and the press have handled the recent failures of Silicon Valley Bank, Signature Bank and First Republic Bank, saying their "very poor" messaging has unnecessarily frightened depositors. Read More

Quarterly Economic Update

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Legacy Group Quarterly Update | Q1 2023 Review

Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

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Q4 2022 Recap
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