Legacy Wealth Planning

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

Many small business owners focus on taxes at filing time, but the biggest tax-saving opportunities often happen long before April. This article explores practical strategies business owners can consider now to potentially reduce their future tax burden and keep more of what they earn.

What Your Small Business Should Be Doing Right Now to Cut Its 2026 Tax Bill A few tax moves cost nothing today and simply need to exist by December 31. Here's what to put in place now, while the option is still open.

A well-earned day to rest, recharge, and reflect.

In observance of Labor Day, our office will be closed. Wishing everyone a safe and happy holiday!

Many investors check their balance regularly but rarely review the decisions behind it.

The most successful retirement plans aren't built on autopilot. They're built through regular reviews, thoughtful adjustments, and a clear vision for the future.

Don't leave your retirement to chance.

Contact Legacy Wealth Planning to discuss whether your current strategy aligns with the retirement lifestyle you want.
🔗 https://www.lwpreno.com/retirement-planning

Before you tap your Roth IRA, read this.
This article covers a rule that catches many investors by surprise.

Making It Make Sense: The Roth 5-Year Rule The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

It's that time again! Wishing all the students, teachers, and families a fantastic first day of school. Here's to new adventures, new friendships, and a year filled with learning, laughter, and memorable moments.

As the Hawk Fire continues to impact families, neighborhoods, and businesses across our community, our thoughts are with everyone facing evacuation, uncertainty, and hardship.

We are deeply grateful to the firefighters, first responders, and emergency crews working tirelessly to protect our region. Your courage, dedication, and sacrifice inspire us all.

Reno is more than where we work. It's our home. At Legacy Wealth Planning, we stand beside our neighbors, support our community, and remain committed to being here for those who need us most.

To everyone affected by the Hawk Fire, please know that you are in our thoughts, and we are standing with you during this difficult time.

The new school year is here—and with it comes a fresh set of routines, priorities, and yes…expenses.
From supplies and schedules to activities and tuition, this time of year naturally brings a shift in how families spend and plan.

But it’s also an opportunity.

A new school year is a great time to reset—not just academically, but financially:
✔️ Revisit your monthly budget: New school routines often mean new recurring costs (lunches, sports, childcare). Adjust now to stay ahead
✔️ Plan beyond the first week: Expenses don’t stop after back-to-school shopping—think field trips, fees, and seasonal activities
✔️ Set small financial habits at home: Whether it’s giving kids an allowance or involving them in budgeting decisions, this is a great time to build awareness
✔️ Reconnect with long-term education goals: From college savings plans to future tuition needs, now is a natural checkpoint to make sure everything is still aligned

Back-to-school isn’t just a fresh start for students—it can be a fresh start for your financial plan, too.
At Legacy Wealth Planning, we believe thoughtful planning helps create confidence for whatever the school year (and beyond) may bring.

If the start of the school year has you thinking about your family’s financial goals, we’re always here to help guide the conversation.