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Season's Greetings


Season's Greetings

The Wealth Legacy Institute team wishes you a very happy holiday!

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Explore what’s possible for you during your retirement

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

  Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineer...

March 28, 2019

What your financial advisor won't tell you (but you should ask anyway)

Selecting a financial advisor can be a stressful process. You want to ensure you’re well informed about your advisor’s ability and that your goals are...

December 4, 2018

Buying a Home

  Whether you're planning for retirement or just starting your financial planning, buying a home can impact your entire financial picture. Often times...

December 16, 2016