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Legacy Financial Partners



IRA Refresher

By Michael Martin | April 23, 2019 |

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at...

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Insights from the “Oracle of Omaha”

By Michael Martin | April 18, 2019 |

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics –...

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Tax Tips: Look ahead while looking back at 2018

By Michael Martin | April 9, 2019 |

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for...

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Don’t Leave Your Long-Term Care Plan to Chance

By Michael Martin | March 25, 2019 |

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s...

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Importance of Airline Industry Continues Ascent

By Michael Martin | March 19, 2019 |

After all the inconvenience it caused nationwide, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On Jan. 25, the...

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Annuity Strategies That Keep the Income Flowing in Retirement

By Michael Martin | March 12, 2019 |

More than 90 percent of American workers in their 50s don’t have a pension and 46 percent don’t participate in an IRA or 401(k) at work. A recent study found...

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2019 Market Prognostications: What the Experts Say

By Michael Martin | February 26, 2019 |

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s...

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Responsible Investing Options Keep Sprouting

By Michael Martin | February 19, 2019 |

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on...

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Pros and Cons of Municipal Bonds

By Michael Martin | February 12, 2019 |

U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like...

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Stability Grows for Emerging Markets

By Michael Martin | February 5, 2019 |

Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging...

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