A frequent question asked by clients, friends and acquaintances is “What do you think about XYZ stock?” or “What is a great mutual fund” or “Is ABC a great
Take a moment to reflect upon the significant military conflicts between 1941, the attack on Pearl Harbor & 2003, the Iraq War. Over this time period, what
Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simpleminded soul who lives in a
Legacy Planning Group recently came across some helpful information and wanted to share this with everyone in case you know others who could benefit!
The “ABLE
24 hours a day - 168 hours a week. We have all been entrusted the same amount of time. The difference lies within its use. In the lives of clients and family
“Will Social Security be around when I retire?”
This is one of the most common questions we get when discussing retirement funding with clients. Couples
For most people some things occur only once in a lifetime. They meet with an attorney to get their estate planning documents done and once completed they never
Dear Friends,
In these past weeks you have probably seen numerous TV commercials advertising the movie “Dunkirk.” We all here at Legacy Planning Group plan to
TV, Internet, and newspapers are filled with bad news. Horrific headlines scream at us everywhere we turn. How can we invest in a world falling constantly
Learning how and when to filter mainstream media noise is a constant struggle in today’s economy as it is constantly attempting to provide play-by-play’s and
If you have ever been to the Legacy Planning Group office, you have likely heard the phrase “Everything affects everything else.” As a way to support this
Not too long ago that was the message given to a well known and highly respected football coach. During his tenure, his teams had won 73.7% of their games. That
