Legacy Financial Partners



How Climate Change Could Affect the Economy and Your Investments

October 30, 2020 |
Where can I find an Investment Advisor Palm Beach?

Some people believe that climate change is exacerbated by human intervention, while others argue that humans are not a factor. Regardless of what may or may not influence extreme weather...

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How Federal, Legislative, and Administrative Changes Affect Your Finances

October 15, 2020 |
Where can I find a Personal Financial Strategist West Palm Beach?

By a variety of measures, 2020 has been a tough year for many Americans. That is why it’s important to take a step back and consider what legislative changes and...

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What You Need to Know About 401(k) Plans in 2020

October 5, 2020 |
Where to find a 401k Advisor Palm Beach?

A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from their 401(k)s to help make ends meet. In fact, the vast majority haven’t even changed their rate...

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The Future of Retirement Planning

September 30, 2020 |
What is financial retirement West Palm Beach?

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news...

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How High-net-worth Households are Faring

September 20, 2020 |
How do I start retirement planning West Palm Beach?

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress...

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Employers: Lessons from the Pandemic

September 10, 2020 |
Where can I go for financial planning Palm Beach?

This pandemic taught us a lot, from the importance of financial planning in Palm Beach to having an emergency fund and having a sufficient stockpiling mindset in preparing for life’s...

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Why You Should Have Life Insurance

August 11, 2020 |

Life insurance can have some huge benefits. Thinking about it might not sound pleasant, but life insurance in West Palm Beach is often part of a very important decision that...

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Frequently Asked Questions About Real Estate Living Trusts

August 11, 2020 |
where is the best place to get help with real estate living trust palm beach?

The most valuable asset most people will ever own is a home. After you diligently pay off a mortgage over the course of decades, you want to know that your...

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Why You Should Consider Putting Your Property in a Trust

July 17, 2020 |
where is the best place to get help with property trusts west palm beach?

Deciding how to handle your assets in preparation for the future can seem intimidating, and you might be wondering what your options are. While you might initially consider a will,...

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Should I Choose to Place My Assets in A Trust?

July 13, 2020 |
who offers trust financial planning palm beach?

You’ve worked hard to secure your present financial security, but what about your future? Your family’s future? There are many options available for the future of your assets, but few...

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What Might Be Next — Inflation or Deflation?

July 1, 2020 |

Consumer prices fell by 0.8% on a seasonally adjusted basis in April, the biggest drop in more than a dozen years, the Bureau of Labor Statistics reported. Conversely, prices for...

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The Pandemic’s Financial Toll on Women

June 30, 2020 |

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is...

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How the Pandemic is Affecting the Real Estate Market

June 30, 2020 |

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types...

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Are the Stock Market and the Economy Out of Sync?

June 9, 2020 |

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,...

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The Perks and Pitfalls of Self-Employment

June 5, 2020 |

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo...

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Gender Dynamics: Pre- and Post-Pandemic

May 28, 2020 |

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more...

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How to Deal With Financial Stress

May 20, 2020 |

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1   39% were worried about job security...

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Why Sequence of Returns is Important

May 12, 2020 |

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that...

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What Does National Stimulus Relief Mean for You?

May 5, 2020 |

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief...

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Takeaways From Warren Buffett’s Annual Shareholders Letter

May 1, 2020 |

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1   The above quote is one of the ideas Warren Buffett conveyed in his...

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Past Articles


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