Remember, we are in this for the long haul!

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.

Financial Literacy

In less than 12 minutes Alexa Von Tobel shares some staggering facts about the lack of personal financial literacy in our nation. Watch now. 

The True Measure of Success

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!

Legacy Planning Group Welcomes Abby Smith!

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.

2015 Portfolio Review and Planning Meeting

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?

Good Plans Go Wrong

“A good plan violently executed now is better than a perfect plan executed next week.” - George S. Patton

"A good traveler has no fixed plans, and is not intent on arriving." - Lao Tzu

Relationships are Central - by Jerry Black

What's important to you and why?


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.


Georgia ranked fourth in the U.S. in electric vehicle registrations last year —an impressive showing for a state notched squarely in the middle of the country’s “truck belt.”

Legacy – Epitaph – Significance – by Jerry Black

It’s something for us all to consider. Our lives do have purpose.

Legacies are a matter of choice – what’s yours?

I received the following from a very good friend and client who is considering his epitaph. He and I talk regularly about such things.

Syndicate content

Website Design For Financial Services Professionals | Copyright 2014 All rights reserved

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved