The Legacy Group of Allen & Company

Earlier this month, Troy Garcia hosted a retirement planning webinar for Publix associates who are preparing for one of life's most important transitions.

The session focused on education, planning, and helping attendees gain a clearer understanding of the financial decisions that often accompany retirement. Through conversations like these, our goal is to provide resources and guidance that empower individuals to make informed choices about their financial future.

Thank you to everyone who attended and engaged in the discussion. We are grateful for the opportunity to assist Publix associates and their families as they plan for their financial future.

If retirement planning is something you'd like to discuss, or if you have questions about your own situation, feel free to give our team a call at 863-616-6030.

Wishing you and your loved ones a safe and happy Fourth of July! As we celebrate the freedoms and opportunities that make our country so special, we hope you enjoy a day filled with family, friends, and fireworks. 🇺🇸🎇🦅

Big congratulations to Chris Hammond for being named to the AdvisorHub 400 Advisors to Watch Under $1B – 2026!

Even more exciting, this is his second year in a row receiving this honor!

Out of 1,000 advisors considered, only 400 were selected for:
- Growing their practice year-over-year
- Delivering exceptional client service
- Building strong, professional and community-focused teams

This recognition highlights not just success, but the ability to grow while staying true to what matters most, clients and relationships. We’re so proud of his achievement and excited for what’s ahead!

This past week, Chris Hammond had the opportunity to attend LPL Financial’s Business Leaders Forum at The Wharton School in Philadelphia.

It was a great experience connecting with advisors and industry leaders from across the country and diving into topics like leadership, innovation, AI, and long-term growth strategies with the distinguished faculty at Wharton. Chris came away with some valuable ideas and fresh perspectives that will help us continue to better serve our clients.

We’re grateful to LPL Financial for investing in programs like this that support advisor growth and help us deliver even greater value to our clients.

We wanted to congratulate Troy Garcia for being honored with the 2026 Jody Dobbs Leadership Award by Volunteers in Service to the Elderly (VISTE). Your dedication to serving the community and making a meaningful impact is truly inspiring. We’re proud to have a leader on our team who lives out the values of service and compassion every day, both in and out of the office.

Have a great Easter Sunday!

Have a blessed weekend!

Navigate to the link below for a blog written by Matthew Albritton about our team’s most recent retreat!

vhttps://legacygroup.alleninvestments.com/exchange/the-legacy-group-retreat-a-behind-the-scenes-look/

The Legacy Group Retreat – A Behind‑the‑Scenes Look Twice a year, our team steps away from the office for a day to intentionally focus on how we run our business and how we can continue serving our clients

📢 The IRS Has Released the 2026 Contribution Limits

Here are the updated savings limits for 2026 to help you plan ahead:

• 401(k), 403(b) & 457(b) Plans: $24,500
– Catch-up (age 50+): $8,000 (total up to $32,500)
– Super catch-up (ages 60–63): $11,250 (total up to $35,750)

• Traditional & Roth IRAs: $7,500 ($8,600 if you’re age 50+)

• SIMPLE IRAs: $17,000
– Catch-up (age 50+): $4,000 ($21,000 total)
– Super catch-up (ages 60–63): $5,250 ($22,250)

• Health Savings Accounts (HSAs):
– $4,400 for individuals
– $8,750 for families
– $1,000 catch-up if you’re age 55+

Source: www.irs.gov

These increases create additional opportunities to save more tax-efficiently in the year ahead. If you have questions about how these updates impact your strategy, our team is here to help!

This morning, our very own Dr. Lyle Bowlin shared his expert economic outlook with a group of Lakeland’s business leaders. Allen & Company and our team were well represented at the event.

A big thank-you to fellow panelists Sheridan Morby of the Florida Chamber of Commerce and Gary Ralston of Saunders Real Estate for their valuable insights.

We’re also grateful to the Lakeland Chamber of Commerce and Florida Southern College for hosting such a meaningful event that brings our community together to discuss the future of business and growth.

https://legacygroup.alleninvestments.com