Legacy Financial Strategies, LLC

10/16/2026

Your 20s are the perfect time to start building a strong financial foundation!

From managing your money and building an emergency fund to understanding employer benefits and investing early, small steps today can make a big difference down the road.

In her latest blog, Brooklyn Maldonado, CFP®, EA shares five practical financial habits to help young adults set themselves up for long-term financial success.

Read more:

Your 20s are often when your financial life really begins. The goal in your 20s is to build good financial habits, give yourself flexibility, and take advantage of the opportunities that come with having time on your side.

10/07/2026

In our latest Market Commentary, Chris Proctor, CIMA® takes a closer look at what’s driving market resilience, the impact of higher Treasury yields, why oil prices matter, how the AI story is expanding beyond technology, and what we’re watching as we head into year-end.

📊 Check out the full Market Commentary for our latest insights:

October 2026 market commentary examines a resilient third quarter amid rising interest rates, inflation concerns, geopolitical tensions, and AI investment.

10/05/2026

We had a great time welcoming students from the FPA Student Chapter at The University of Kansas to Legacy last Friday! 🎓

We enjoyed sharing more about our firm and the financial planning industry, and we were especially impressed by the thoughtful questions and conversations throughout the visit. It’s exciting to see such a strong group of individuals preparing to enter the industry after graduation.

Thanks for spending part of your day with us, and best of luck with the rest of the school year!

10/02/2026

Estate planning isn’t just about what happens to your assets - it’s also about making sure your wishes are known and the people you care about are protected. In our latest blog, Bryce Coy, CFP®, breaks down the roles of wills, living wills, and trusts and explains key considerations when determining what may fit your needs.

Read the full blog to learn more! 👉

If you have a bank account, a home, a 401(k), or people you care about, you have an estate. The question is whether you or state law decides what happens to it. Here's a plain-English guide to three documents that are often confused.

09/25/2026

Are you retiring this year? There’s a lot to consider before that final paycheck. Jacob Watts, CFP®, CRPC®, APMA® shares key financial and planning steps to help you prepare for the transition into retirement.

09/18/2026

Considering a 401(k) rollover or a backdoor Roth contribution? Remember the pro-rata rule - it can have a significant impact on how much of your Roth conversion is taxable. In our latest blog, Ellea Starkel, CFP®, breaks down how the rule works and what to consider before making your next move.

Read blog here 👉:

Learn how a 401(k) rollover can affect the pro-rata rule and taxes when making a backdoor Roth IRA contribution or Roth conversion.

09/11/2026

Happy National 401(k) Day! 🎉

Today is a good reminder to check in on your retirement savings. Are you contributing enough? Does your investment strategy still align with your goals? When was the last time you reviewed your 401(k)?

A quick check-in with your financial advisor can help make sure your strategy still supports the future you’re working toward.

Small check-ins today can make a meaningful difference over time.

09/07/2026

Today, we celebrate the hard work, dedication, and contributions of workers across our communities. We hope you’re able to enjoy a relaxing break and spend the day doing something you love with the people who matter most.

Wishing you a safe and relaxing Labor Day! ☀️

09/04/2026

What a great morning! ☀️

Thank you to everyone who joined us yesterday for the The Leawood Chamber Morning Mingling, and a special thank you to the Leawood Chamber for bringing it all together!

We loved welcoming everyone into our space, making new connections, catching up with familiar faces, and spending the morning with so many great professionals in our community.

We appreciate everyone who stopped by and helped make the morning such a success.

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08/18/2026

What a day! ⛳️☀️

A huge thank you to everyone who joined us for this year’s Legacy Golf Scramble! We had such a great time spending the day on the course with our clients, friends, and team.

We’re especially grateful to Growing Futures Early Education Center for being part of the day and giving us the opportunity to support the incredible work they do in our community. 💙

We appreciate every one of you and are already looking forward to next year! 🏌️‍♂️