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Should You Worry About How Inflation Will Affect Your Retirement Planning?

Should You Worry About How Inflation Will Affect Your Retirement Planning?

The recent rise in inflation has been impossible to miss. Food costs keep going up, the housing market is red-hot, and gas prices are high, even by su...

Are Investment Trends Like Crypto and Clean Energy Good for Your Retirement Plan?

Unless you've been living under a rock, you've probably heard of Bitcoin. You may have noticed that the real estate market keeps getting hotter. And y...

Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

Receiving a lump sum of money can be a life-changing event. Whether from selling your home for a profit, cashing out a major equity investment, or col...

How to Tell if Your Advisor is a Fiduciary (and Why it Matters)

Working with a financial advisor can be scary. Many people have been burned in the past or heard horror stories from friends. Whether it's brokers sel...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

How to Use HSAs to Your Advantage in Retirement

Rising medical expenses are a fact of life in the United States. Accordingly, health care costs have become an increasingly important aspect of planni...

How Grandparents Can Help Pay for College Without Spoiling Their Retirement Savings

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

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 ...

Election Results and the Markets: Why Retirees Shouldn’t Worry Who Wins in November

The 2020 presidential election is the most contentious in recent memory, which is unsurprising given the high stakes. Whoever wins will be tasked with...

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