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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The Pros and Cons of Corporate America’s Remote Work Trend

February 20, 2021

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote...

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How Does a 401(k) Actually Work?  

Everything You Need to Know About Financial Planning With a 401(k)

December 15, 2020

 Over the years, 401(k) plans have replaced pensions as the most popular form of employer-aided retirement planning. Although 401(k)s carry...

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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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Plans in 2020

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

October 5, 2020

A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from...

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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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Household

How High-net-worth Households are Faring

September 20, 2020

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues...

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Workers Lessons from the Pandemic

Employers: Lessons from the Pandemic

September 10, 2020

This pandemic taught us a lot, from the importance of financial planning in Palm Beach to having an emergency fund...

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Life Insurance

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...

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Frequently Asked Questions About Real Estate Living Trusts

Frequently Asked Questions About Real Estate Living Trusts

August 11, 2020

The most valuable asset most people will ever own is a home. After you diligently pay off a mortgage over...

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property

Why You Should Consider Putting Your Property in a Trust

July 17, 2020

Deciding how to handle your assets in preparation for the future can seem intimidating, and you might be wondering what...

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