Submitted by Legacy Planning Advisors, Inc. on October 5th, 2017
A frequent question asked by clients, friends and acquaintances is “What do you think about XYZ stock?” or “What is a great mutual fund” or “Is ABC a great annuity?” These are valid questions, but my response is to ge
Submitted by Legacy Planning Advisors, Inc. on August 18th, 2017
For most people some things occur only once in a lifetime. They meet with an attorney to get their estate planning documents done and once completed they never look at them again. I’ll come back to this point in a few paragraphs.
Submitted by Legacy Planning Advisors, Inc. on July 7th, 2017
TV, Internet, and newspapers are filled with bad news. Horrific headlines scream at us everywhere we turn. How can we invest in a world falling constantly falling apart?? Here are some tips to remember: