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Justin Hobbs

Posts by Justin Hobbs

The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

If you’ve been waiting for an update on the coronavirus relief bill, you’re not alone. After months of negotiations, the long-awaited “Coronavirus Sti...

End of Year Reflections and New Year’s Resolutions: Goal Setting for 2021

Every December, thousands of people—maybe even you—choose a list of resolutions for the new year. Countless others name an annual “word of the year” t...

How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement

Creating a low-cost globally diversified portfolio is an optimal way to make sure your investments are working efficiently, something Wealth Legacy In...

What the COVID Economy Means For Your Retirement Investment Plan

Almost a year in, COVID-19 continues to have a massive effect on families, communities, businesses, and the global economy. The long-range financial e...

Consider Year-End Roth Conversions for Retirement Tax Savings

Have you ever thought of converting your traditional IRA to a Roth IRA? How about your 401(k)? If you’ve ever wondered whether a Roth conversion is a ...

Pension Plan Primer - What You Need to Know as You Approach Retirement

Pension plans are the cornerstone of many Americans' retirement savings, yet they aren't always understood. Since employers handle all of the admin wo...

Are You Covered? What Retirees Need to Know About Homeowners Insurance

If an unexpected storm blew through your home today, would you be covered for the damages? Or would you need to tap into your emergency fund? 

Using the Tax Triangle to Save Money and Boost Your Retirement Plan

Most people know they need to save for retirement, but they may not realize they also need to think about spending their retirement savings strategica...

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

As we roll into summer, many retirees are thinking about getting some vitamin D and what family vacations look like during a global pandemic. Unfortun...

A Big Picture View for Retirement: Benefits of Long-Term Financial Planning

  Many people who are planning for retirement choose to use a fee-only advisor because there is more transparency, no hidden fees, and less chance of ...

Why an Investment Process is Key to a Successful, Stress-Free Retirement

It’s natural to feel anxious about investing. We all want to make the best decisions when it comes to planning for retirement—decisions that will help...

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