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How To Sign Up to View Your Social Security Statement Online

Did you know you can sign up to view your social security benefits statements online! Simply go to https://secure.ssa.gov/RIL/SiView.do and click on “Create an account” at the bottom of the page. You must be able to verify some information about yourself and:

Happy Thanksgiving

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Veteran's Day 2016

Elections & The Market

What does this Election mean for your Portfolio?

Long Term Care Insurance

One of the more common questions we get asked here at Legacy Planning Group is “Will I need long-term care insurance?” What is Long Term Care Insurance? Long-term care insurance (LTC or LTCI), an insurance product that helps provide for the cost of long-term care beyond a predetermined period.

How Much Should I Invest: Rules of Thumb vs. Reality - By Chris Cushman

Many people wonder how much they need to be saving and investing for their future needs. The internet is full of various opinions. Do these opinions match reality?  How do these rules of thumb apply to you? 1. Amount – (RULE) Invest 10-15% of your income for retirement. (REALITY) There are too many different personal situations for a rule of thumb to be reliable.

Emergency Fund: Rules of Thumb vs. Reality - By Chris Cushman

An important way to prevent credit card debt is to keep some money available to covered life’s unexpected emergencies.  Do you have enough? Or too much? How do these rules of thumb apply to you?

A Couple’s Monthly & Quarterly Financial Review

Communication is the key for healthy relationships and growth. We have created a tool (click here) that will help start the conversation about your finances.

Planning a Family: What to Save for Right Now

Estate Planning: Suitable For All Ages - By Peter Geckeler

We have all heard the Benjamin Franklin adage, “In this world nothing can be said to be certain, except death and taxes.” I will be turning twenty six next month, and I without a doubt spend more time thinking and planning for the annual certainty of taxes over the eventual certainty of death.

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