Submitted by Legacy Planning Advisors, Inc. on September 16th, 2015
I have not written to you about market volatility for quite some time. We have enjoyed an unusually long period of relative market calm. The increase in volatility in recent weeks could be, in part, a reflection of the fact that volatility has been low for some time. Volatility shows that investors have renewed uncertainty about the future.
Submitted by Legacy Planning Advisors, Inc. on June 10th, 2015
We had such a wonderful evening at our 25th Anniversary Celebration in April. Thank you to all who were able to attend and we know those who couldn’t attend were there in spirit! In keeping with the celebratory theme of you, our dear clients and friends, we wanted to let you know how we at Legacy measure success!
Submitted by Legacy Planning Advisors, Inc. on February 17th, 2015
Legacy Planning Group is thrilled to announce its new team member, Abby Smith! Abby joins us as our new Client Service Associate. She is an Atlanta area native and has recently returned to be near family after spending 11 years in South Carolina. Abby received her undergraduate degree in psychology from Presbyterian College in Clinton, South Carolina.
Submitted by Legacy Planning Advisors, Inc. on January 9th, 2015
2015 is here! It is time! Please click here to schedule your 2015 Portfolio Review and Planning Meeting! This may be the most important meeting you will have with Legacy this year! As Jerry questions in his article: What’s your plan?
Submitted by Legacy Planning Advisors, Inc. on July 31st, 2014
Upheld by the United States Supreme Court in 2001, your beneficiary designations on insurance policies, IRAs, and other retirement accounts will override the inheritance wishes you have expressed in your will in case of differences between the two.