Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

We’re thrilled to announce, Retirement Secrets is here! After much hard work and a bit of delay (thanks coronavirus!) Retirement Secrets: Keys to Reti...

There are plenty of reasons people avoid financial planning. If you’re like many, you wave it off as overwhelming, complex, or boring. Maybe you think...

March is Women’s History Month, which recognizes and celebrates female contributions to society. While it’s a time to look back at everything women ha...

Many grandparents dream of helping their grandkids pay for their college education. Finding the money to send one or more grandchildren to an institut...

Saving for retirement isn’t easy for most Americans, but it can be especially challenging for Black people and other POC. The National Institute of Re...

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...

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...

Entering into retirement comes with lots of hopes, dreams, emotions, and expectations. Unless you talk with your partner, you may be surprised to find...

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

COVID-19 has made caregiving for the elderly more complex. Even during a pandemic, people’s need for care doesn’t stop, but caregivers (especially lon...