The start of a new year sparks fresh thoughts, ideas, and inspiration. For you, this might be the year you consider retirement. Making the leap to retirement is a significant step in your life both mentally and financially, and you want to enter into this new phase of your life with both eyes wide open. […]
Financial planning is fluid. It moves, contours, and evolves as you walk through life. Your plan in your 20s will be fundamentally different than in your 50s. Everything from your goals, priorities, and vision for success will change throughout your life, but one element should remain constant—your engagement. Active engagement in your financial plan will […]
In the blink of an eye, another year is coming to a close and a new one ready to begin. There are so many wonderful things to look forward to at the end of the year from parties to family gatherings to traditions but in the midst of the holiday celebrations, it is important to […]
“Shoot for the moon. Even if you miss, you’ll land among the stars.” –Les Brown This quote transports the reader to a mystical night, glimmering with hope and promise, and is the optimal backdrop for discussing financial goals. As financial planners, we talk about goal setting all the time, but what does that process really […]
The pandemic issued a surge in charitable need, efforts, and donations. Given the economic turbulence, many wondered how charities, and the people they serve, would fare. But studies have shown that even in these dark times, giving is on the rise. Fidelity Charitable conducted a survey that found most people anticipated giving the same amount […]
Tis’ the season for cozy sweaters, long evenings, peppermint everything, and flurries in the forecast. There are many changes that accompany the winter months, and spending money is one of them. The United States often sets records for holiday shopping, and last year was no different. In 2019, individual spending averages soared to nearly $1,000 […]
Money represents many things—wealth, joy, security, advancement, opportunity, and more. While it can embody these traits, it isn’t inherently any of the ideals above. Money is simply money. It’s paper, metal, a number on an account, or a figure on a balance sheet. It isn’t the secret to unlock your wildest dreams. Money isn’t the […]
You can think about tax planning like preparing for a test in school. Late-night procrastination might lead you to a passing grade, but the best way to secure an A is to take a more active path. You should engage the lesson by participating in class, completing homework assignments, learning from mistakes, and thoughtfully preparing […]
While there are many retirement savings vehicles out there, making the most of the right ones can set you up for a safe and happy retirement.
Our team at Legacy Wealth wants to help you uncover your retirement goals and work to build a plan that brings them to life.
If you have questions about retirement planning and want to work with a financial advisor that cares about you and your goals, let’s talk.
Legacy Wealth Advisors | 41700 Hayes Rd., Ste. A Clinton Twp., MI 48038
Phone: 586.273.0072 | Fax: 888.501.2361 | Email: info@legacy-wealth.com