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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…
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.
A boomer lives on $2,600 monthly from Social Security and his Walmart job: 'If I had $1 million, I don't know what I would do with it.'

A boomer lives on $2,600 monthly from Social Security and his Walmart job: 'If I had $1 million, I don't know what I would do with it.'

George Dziamniski, 62, lives on Social Security and a Walmart paycheck in Pennsylvania. He lives simply and avoids the need for extensive retirement savings, he said. But many older adults have an income near the federal poverty line and aren't sure they can retire. Read More

How The Presidential Election Could Wreck Your Investment Portfolio

How The Presidential Election Could Wreck Your Investment Portfolio

Navigate election market volatility. Discover how presidential elections impact portfolios and learn key strategies to protect your investments. Read More

Most 'finfluencers' will lose your money. Here's why they've got so many followers anyway.

Most 'finfluencers' will lose your money. Here's why they've got so many followers anyway.

Finfluencers touting money-losing advice typically have more followers than skilled accounts, according to a study. Retail investors are attracted to these accounts due to their optimistic views, the study said. Betting against "antiskilled" finfluencers can yield a monthly 1.2% abnormal return. Read More

A boomer dad who's 6 months away from retirement has already started gifting his Gen X and millennial kids their inheritance

A boomer dad who's 6 months away from retirement has already started gifting his Gen X and millennial kids their inheritance

A 68-year-old government employee in Canada is already passing his wealth on to his adult children. He says he's set for retirement and wants to help out his kids in their financially demanding years. He's part of a trend of baby boomers who are proactively passing their wealth down to their kids. Read More

AI is quietly being used to pick your pocket

AI is quietly being used to pick your pocket

Retailers have figured out how to set prices based on your age, mood, and sexual orientation Read More

Market Psychology: Capitalizing On Emotional Drivers Of Market Trends

Market Psychology: Capitalizing On Emotional Drivers Of Market Trends

Tools such as the VIX, high-low index, and bullish percentage index help to quantify these sentiments, providing insights that go beyond basic financial analysis. Read More

Quarterly Economic Update

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Legacy Group Quarterly Update | Q1 2024 Review

Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.
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