6 Steps to Help Protect a Loved One from Financial Elder Abuse - By Buckingham Team May 6, 2020

Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resource

Monthly Money Meetings for Couples by Peter Geckeler

The computer screen was still open, papers spread out – and both of us were walking away fuming. This was the result of my wife & I’s first attempt at having a “money meeting” back in our first year of marriage. “Well, I am never doing that again” I thought. And we were not alone – many couples struggle when it comes to talking about money.

Principles Still Apply - By Jerry Black

The election has passed and we still don’t know who the next President will be. In spite of this relative uncertainty and what policies the President will seek to employ I have learned over my lifetime that principles for life and financial decision making still apply. Principles don’t guarantee success but they do improve the probabilities for a better outcome.

The Problem with Asset Allocation - By Jerry Black

The title of this blog may already have you wondering what I’m suggesting. Yes, there is a problem. Before I tell you the problem, I’m not going to suggest we throw the baby out with the bathwater. Asset allocation is a prudent principle to apply to your portfolios. Dividing one’s portion to seven, perhaps eight, or more is deemed advisable.

Faith & Prudence - By Jerry Black

Faith is an interesting character. Faith is so good in so many ways and just seems to always have a good spirit about herself. There are times when Faith just steps forward when the future seems so uncertain. Faith has encountered many difficulties and uncertainties in life and yet still remains optimistic about the future.

2020: A Year of Perspective - by Aaron Eppard

Saying that 2020 has been a wild year is like asking when things will go back to normal. However, there is much to draw from what each of us has experienced this year, and much much more to be thankful for. Considering this I wanted to outline some things I jotted down from day to day that seemed to be recurring, and a brief summary of some of those notes. 1.

An Investment World Full of Headlines by Chris Cushman

TV, Internet, and newspapers are filled with bad news. Horrific headlines scream at us everywhere we turn. How can we invest in a world constantly falling apart?? Here are some tips to remember:

Building a Cash Reserve – for Students - by Aaron Eppard

The benefits of a proper and productive early childhood education is one of the major advantages that the United States has in the world today.

July 4th Holiday

Legacy Planning Advisors will be closed on Friday, July 3rd, 2020 in observance of our national holiday. Our normal office hours will resume at 8:30 am on Monday, July 6th, 2020.
Land of the Free and Home of the Brave – God Bless America!

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