Blog

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.

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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...

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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...

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Understanding How to Get the Most Out of Your Social Security Benefits

March 20, 2021

If there is one universal truth about finances, it is that no two retirement plans look the same. Your specific financial...

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When to “Buy Low”

February 8, 2021

The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a...

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What Is “Stakeholder Capitalism”?

What Is “Stakeholder Capitalism”?

January 5, 2021

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in...

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Changes and Updates to Social Security Regulation

Changes and Updates to Social Security Regulation That You Need to Know About

December 5, 2020

The Social Security Administration (SSA) recently announced a new cost–of–living adjustment (COLA) starting in 2021 that is making Palm Beach Financial Planners adjust their approach to...

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Retirement Planning

The Future of Retirement Planning

September 30, 2020

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced...

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