Client login

What To Consider When Retiring Abroad

When thinking about retirement, where you plan to live is a big factor. There’s a lot to consider when picking the place you want to live after retire...

Medicare and What's Not Covered

For people on Medicare, one can easily spend an additional $5,000 a year on ongoing health and insurance costs on items not covered. Below are costs y...

How to Be Prepared to Enroll in Medicare [5 Tips]

With Medicare Open Enrollment beginning October 15, 2017, are you ready? Below are steps you can take to find the best plan for you.

Medicare ABC(&D)s

As many of our clients reach retirement, they begin to have questions around Medicare coverage. Since the costs associated with health care are a larg...

Health Care Open Enrollment

  Beginning November 15, 2014, open enrollment will be available in state-based and federal Health Insurance Exchanges and Small Business Health Optio...

Medicare

Health care coverage is an essential part of your financial plan. The risks associated with being uninsured could be catastrophic to a financial futur...

Who Has Health Insurance?

Health care costs are extremely important to take into consideration with your financial plan. As the baby boomer population is aging, these factors a...

Three Steps to Teach Your Children Financial Responsibility

T.S. Eliot may have thought, “April is the cruelest month,” but here at Wealth Legacy Institute we’re excited to celebrate Financial Literacy Awarenes...

Four Reasons Why the Certified Financial Planner (CFP®) Designation Matters

When can I retire?  How much will I need saved?  What will be the tax impact of living off my retirement savings?  How can I reduce my portfolio risk?...

Health Care Coverage and Your Retirement

The magic date: March 31, 2014.

Ready to take the next step?

Let’s talk!