Legacy Wealth Advisors

10/09/2026

A strong retirement plan isn’t just about the number on a statement. It’s about what that money can support, both now and years from now.

Here’s a closer look at why helping protect purchasing power and planning for volatility matters as retirement

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/09/2026

We help New Jersey business owners examine how much of their personal financial future depends on the company. Reinvesting in growth may make business sense, but it can leave retirement savings and household reserves tied to the same source of income.

A planning review compares business funding needs with the owner's personal savings, debts and retirement timeline. It also considers what happens if profits fall or an eventual sale produces less than expected.

Legacy Wealth Advisors brings the business and household decisions into the same conversation, with your accountant involved where appropriate.

Learn more about financial planning for New Jersey business owners.
https://www.lwanj.net/comprehensive-financial-planning-services-for-new-jersey-businesses?utm_source=google&utm_medium=organic&utm_campaign=gbp_posts&utm_content=nj-business-owner-personal-retirement

10/07/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

10/06/2026

Legacy Wealth Advisors helps Prudential Financial employees review how their workplace retirement investments fit with accounts held elsewhere. A 401(k), an IRA and a spouse's plan can contain similar investments even when the fund names differ.

Reviewing the underlying holdings together helps clarify the household's overall stock and bond exposure, concentration and investment costs. That information can guide a discussion about how much risk is appropriate as retirement gets closer.

We use current statements and official plan information to connect workplace decisions with the wider financial plan.

Learn more about retirement planning for Prudential Financial employees.
https://www.lwanj.net/financial-retiring-from-prudential-financial-401k-rollover?utm_source=google&utm_medium=organic&utm_campaign=gbp_posts&utm_content=prudential-total-portfolio-review

Legacy Wealth Advisors is independent and is not affiliated with or endorsed by Prudential Financial.

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/05/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/02/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

10/02/2026

We work with Hackensack Meridian Health employees on retirement planning that includes the cost of healthcare after work. A retirement date and the start of new medical coverage do not always line up.

Before selecting a date, confirm when employer coverage ends, compare the alternatives available to your household, and estimate premiums and out-of-pocket costs. A spouse's coverage or Medicare eligibility may affect the timing, but the options depend on your circumstances.

Legacy Wealth Advisors helps include those expenses in the retirement income plan alongside workplace benefits and other savings.

Learn more about retirement planning for Hackensack Meridian Health employees.

Legacy Wealth Advisors is independent and is not affiliated with or endorsed by Hackensack Meridian Health.

https://www.lwanj.net/financial-retiring-from-hackensack-meridian-health-401k-rollover?utm_source=google&utm_medium=organic&utm_campaign=gbp_posts&utm_content=hmh-retirement-healthcare-budget

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…