Legacy Financial Partners

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts: What Parents and Grandparents Should Know | Legacy Financial Partners Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan) | Legacy Financial Partners Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

Business Succession Planning: Built to Last vs. Built to Transfer

Business Succession Planning: Built to Last vs. Built to Transfer | Legacy Financial Partners Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

Checking Your Portfolio Isn't the Same as Reviewing It

Checking Your Portfolio Isn't the Same as Reviewing It | Legacy Financial Partners Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

The Estate Plan That Looks Complete on Paper

The Estate Plan That Looks Complete on Paper | Legacy Financial Partners Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

What $100 Invested in 1928 Would Be Worth Today

What $100 Invested in 1928 Would Be Worth Today | Legacy Financial Partners Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...

When the Headlines Keep Changing, Your Strategy Shouldn’t

When the Headlines Keep Changing, Your Strategy Shouldn’t | Legacy Financial Partners It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....