April is National Social Security Month, and what better way to kick-off this important topic than with a discussion on claiming Social Security benefits? Social Security is an important part of many retiree’s income streams with the Social Security Administration estimating it to cover nearly 40% of expenses in retirement. This number will fluctuate depending […]
Talking to your parents about their estate plan may be a difficult set of conversations, but when approached with grace, care, and support, you all will establish trust and honesty in your relationship.
During a bear market, there are several financial moves you can make to set yourself up for increased future success. One of these moves is to consider a Roth IRA conversion.
An inheritance is a wonderful gift but it is also marked by a time of loss and grief. Balancing these conflicting realities can be difficult for many people, leaving them feeling lost and unsure of how to proceed.
What does giving back mean to you? A few words that come to mind for us are compassion, selflessness, love, and empowerment. All of these ideas work together to help make someone else’s life better. Once we stop and realize that through all acts, big and small, we can choose how we treat people, we […]
What are exchange-traded funds and how can they impact you? Let’s take a closer look.
We think of a legacy as a thing left behind: an estate, a valuable, a possession, a physical marking of someone who has passed. But after digging deeper into the meaning of legacy and where it comes from, we found something that got us thinking about legacy in a new way.
The “Setting Every Community Up for Retirement Enhancement Act” or SECURE Act is now in effect. The Act was signed into law on December 20, 2019, and took effect on January 1, 2020. The bipartisan SECURE Act was designed to make integral changes to retirement savings vehicles, including employer-sponsored plans and IRAs in the effort […]
How can you make the most of creating your legacy and what avenues can help you start today? Discover that and so much more with us today!
Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary, estate plans start with the same basic structure. Today, we would like to walk you through the basic documents in an estate plan, keeping in mind that yours may look different based on your financial and personal goals.
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