At Legacy Financial Partners, our mission is to help you achieve your financial goals. If you would like to know more about your options and the importance of planning for the future, please read through our blog. We provide many useful tips that can provide you with important knowledge regarding your finances.

if it's time to invest, look for financial planning services palm beach

Outlook for Equities

February 07, 2022

Equities’ high growth potential makes them an important tool to achieve your financial goals. If you’re looking for a financial planning service in Palm Beach, it’s worth discussing whether equities are right for you. Let’s cover what you should keep in mind as we enter 2022: how equities performed last year, why three of the […]

start investing in West Palm Beach

The Investment Greats

January 26, 2022

Investing in West Palm Beach is a great way to grow your wealth, but it’s important to keep some fundamentals in mind to get the best results possible. Luckily, there’s a lot of advice out there, some of it from the savviest investors the world has ever seen. There are many pieces of wisdom you […]

retirement planning in West Palm Beach

A Guide to Municipal Bonds for Retirement Plans

December 29, 2021

People have more ways to invest than ever before. If you’re retirement planning in West Palm Beach, you may be wondering which investment options are best suited to your needs. While everyone’s situation is different, bonds are a common way to mitigate risk while making money in the long-term. In this article, we’ll discuss everything you need to know about […]

wealth management services in Palm Beach Gardens helps minimize risk

Diversify or Consolidate?: What You Need to Know

November 29, 2021

Throughout the investment industry and financial media sources, we constantly hear the message that our money should be diversified. By spreading assets throughout several different vehicles, we can take advantage of various market opportunities while helping protect them from some investment risks. At Legacy Financial Partners, our wealth management services in Palm Beach Gardens are designed to minimize your risks through diversification and […]

A young man who needs the help of a personal financial strategist in West Palm Beach

Will Social Security Funding Issues Affect Your Retirement Plans? 

October 27, 2021

A regular topic of discussion between clients and personal financial strategists in West Palm Beach is Social Security’s role in retirement planning. There’s a lot of confusion about how one should view these payments in the context of their retirement fund. To add to the uncertainty, the Social Security Trust Fund is about to undergo some significant changes.   With that in mind, let’s take a closer look […]

Plan your financial retirement in West Palm Beach with a financial advisor

How Recent Changes to FSAs and HSAs Could Affect Your Retirement Plans

September 11, 2021

Healthcare is one of the biggest concerns for most people reaching retirement age. A health scare or unforeseen visit to the hospital can result in steep bills and a significant dent in your bank account. For many Americans, Flexible Spending Accounts and Health Savings Accounts have provided practical solutions for their healthcare concerns. Recent legislative changes have affected the way these accounts work. Here’s […]

pension for a retirement plan in west palm beach

How Changes in Modern Pension Plans are Affecting Retirement

August 27, 2021

Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for the past couple of decades. Now, it seems, things have reached a tipping point. This massive demographic shift is having a palpable effect on the economy at large, and by extension, personal finances. Let’s go over what is causing this change and how it can affect your retirement […]

A diagram of the economy Personal Financing Strategist West Palm Beach

Understanding What the Stimulus Means for Your Financial Strategies

July 14, 2021

By most metrics, the U.S. economy seems to be making a comeback after taking a substantial hit in the early days of the pandemic. Part of the resurgence is fueled by the stimulus approved by Congress and delivered to Americans in 2020 and early 2021. The effects of the stimulus on the economy carry some valuable lessons for personal financial […]

stocks investment advisor in Palm Beach

How the COVID Vaccine Is Affecting the Stock Market

June 07, 2021

The U.S. stock market functions on speculation. The perceived future value of a particular industry can have a powerful effect on the national economy. That is to say that when enough people believe a sector is at the brink of growth, that hivemind can trigger a rising tide that lifts all ships. Finding the early signs of […]

Investing West Palm Beach

Pandemic Highlights the Difference Between Economics and Finance 

May 18, 2021

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same things, nor do they necessarily move in lockstep. They are measurements of two different aspects of the national economy, often indicating how the other will react. However, as we saw last year, the economy is […]

legacy financial partners webinar banner