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.
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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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