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Last week, duties during the day kept me from watching the memorial service for George H.W. Bush. Last evening my wife and I attended a Christmas party with 181 friends from our church. I had heard throughout the day various reports of just how good was the celebration of our 41st Presidents life. When I got home I stayed up past midnight to watch the replay of the services.

The VA has a pension for veterans that helps them and their spouses receive long-term care benefits. The benefits (referred to as Aid & Attendance) and its qualifiers recently changed. Here are a few of the changes: 1. There is a new asset limit of $123,000. This benefit has long been focused on veterans who have spent down their resources.

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

Our offices will be closed in observance of Labor Day on Monday, September 3rd. We will reopen at 8:30 am on Tuesday, September 4th. We hope and pray each of you has a blessed Labor Day Weekend - The Team at Legacy Planning Advisors.

Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you need to know as a long-term investor don’t require lengthy explanations. They can be as simple as these four charts.

School is back in session! Since I do not have any children, this only means one resounding thing to me: More. Traffic. Even after four years, traffic still gets the best of me more often than I like to admit. One way I deal with the traffic rage is to continually stay in motion, even if that means changing far more lanes than I need to, going down side roads, etc.

Personally, I would define life as a continual transition, consisting of both the expected and unexpected thus allowing me to better understand Frank Sinatra’s classic, ‘That’s Life’. Throughout my childhood, I lived in many different houses, went to many different schools, and had many different friends.

In order to achieve most things in life, we must stay focused on its attainment. When I was a teenager I wanted badly a Schwinn Continental bicycle. I mowed a lot of yards and delivered a lot of newspapers all summer to earn the money to achieve what was important. The Bible asserts that if we don’t have vision (long-term focus) we perish.

The 4th of July is one of my favorite holidays. Spending time with family, grilling food, shooting off fireworks, and most importantly taking a moment to remember the blessing of freedom that we experience in the United States. This year, in particular, I was reflecting on how interesting “Freedom” is as a concept – and how surprisingly easy it can be to take for granted.