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.

retirement planning in West Palm Beach

A Guide to Municipal Bonds for Retirement Plans

December 29, 2021

People have more ways to invest than ever before. If you’re retirement planning in West Palm Beach, you may be wondering which investment...

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Diversify or Consolidate?: What You Need to Know

November 29, 2021

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...

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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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A diagram of the economy Personal Financing Strategist West Palm Beach

Understanding What the Stimulus Means for Your Financial Strategies

July 14, 2021

By most metrics, the U.S. economy seems to be making a comeback after taking a substantial hit in the early days of...

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Investing West Palm Beach

Pandemic Highlights the Difference Between Economics and Finance 

May 18, 2021

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not...

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where are the best Financial Planning Services Palm Beach?

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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what to consider for long-term financial planning in Palm Beach

What is the Effect of Debt on the Global Economy?

January 30, 2021

The national debt is a measurement of how much the federal government owes creditors, most commonly depicted as a percentage of gross domestic product (GDP). A high debt-to-GDP ratio is considered viable when the...

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what is Financial analysis in West Palm Beach?

What’s Ahead for the Stock Market in 2021?

January 15, 2021

Financial analysis in West Palm Beach shows that in November, the Dow experienced its best month since 1987, while the S&P 500...

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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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