Forward Looking - By Jerry Black

In United States business law “Forward Looking” by definition is:, a forward-looking statement or safe harbor statement that cannot sustain itself as merely a historical fact. A forward-looking statement predicts, projects, or uses future events as expectations or possibilities. Precedence can also lend credence to forward looking statements. 

Happy New Year

​We pray every one had a very Merry Christmas and that each of you is blessed with a Happy New Year!

Getting Prepared

Recently my mom was an in an accident. She got a bruise on her face that looked like she took a right hook to the chin, bruising on her knee, and a broken arm. The broken arm required surgery and the hospital required that she provide her Living Will (may also be called a Health Care Directive).

3 Key Questions - Start with the End in Mind

There are 3 key long-term questions to ask yourself when it comes to your wealth:

1. How much is enough for you?
2. How much is enough for your heirs?
3. What do you do with what’s left over?

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 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

Thanksgiving Image for Facebook and Linked In.jpg

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.

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