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Tuesday, June 23, 2026

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...

Thursday, January 1, 2026

The recent U.S. tax legislation brings several education-related changes for students, parents, and colleges.

Thursday, January 1, 2026

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the ma

Thursday, January 1, 2026

As of the halfway mark in 2025, bond yields have been the most attractive in decades. This comes on the tail of a period of the Federal Reserve aggressively tackling inflation.ᶦ For investors, higher yields suggest bonds are offering more w

Thursday, January 1, 2026

The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income. Effective from 2025 through 2028, eligible employees and self-employed individuals may deduct up to $25,000 in qualified tips earned in jo

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Thursday, January 1, 2026

529 plans can be a great way to save for college, but they're not the only way. Other college savings options include mutual funds, custodial accounts, and U.S. savings bonds.

Thursday, January 1, 2026

An understanding of the basic principles of investing combined with a bit of common sense will help you ask better questions and find a way through what may seem a maze of jargon.

Thursday, January 1, 2026

Now that you've decided to start a new business or buy an existing one, you need to consider the form of business entity that's appropriate for you. Basically, three separate categories of entities exist: partnerships, corporations,...

Thursday, January 1, 2026

Both types of 529 plans, prepaid tuition plans and savings plans, offer significant federal tax advantages, but they operate differently.

Thursday, January 1, 2026

Your chances of investing successfully may improve if you follow these basic principles.

Thursday, January 1, 2026

Living trusts enable you to control the distribution of your estate.

Friday, November 14, 2025

This article explains the factors to consider before you file for Social Security benefits. A married couple needs to look at their claiming decision as a joint life decision, not as an individual in a silo. As you work through this...

Tuesday, September 23, 2025

Five fundamental aspects of personal finance and strategies to improve how you manage them.Have you ever experienced having unpaid bills, mounting debt, or lost savings? Ever wondered why some people seem to have their financial lives...

Tuesday, September 23, 2025

Fewer retirees can rely on pensions, so more people have to find retirement income elsewhere and navigate issues like managing taxes while withdrawing from different kinds of accounts, when to take required minimum distributions, and...

Tuesday, September 23, 2025

When retirement is right around the corner, you might find yourself thinking a lot about your retirement savings. How does what you have saved compare to other people your age? And how much do you really need for retirement?

Friday, September 19, 2025

John D. Davis, founder and CEO of Legacy Wealth Management, talks about the hidden costs of scattered assets and how you can unlock clarity and confidence for the future.

Friday, September 5, 2025

Key TakeawaysCompeting financial priorities are keeping Americans from saving for retirement.The traditional idea of retirement might work for some, but major shifts in the economy call for retirement to be approached differently...

Friday, August 15, 2025

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an estate a lot of money.

Friday, August 15, 2025

More than half of Americans stop working earlier than they expected—and not always by choice. Whether you’re already retired or approaching that milestone, spotting the signs that you may have jumped too soon can help you get back on track

Wednesday, January 1, 2025

Long-term care insurance helps pay the cost of long-term care if you can no longer perform the basic activities of daily living.