by Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Thanksgiving week is here! I don’t know about you, but Thanksgiving is my favorite holiday of the year. Usually family and friends are getting ...

by Steve Wachs, CFP® November 2022 Deb and I recently were able to visit the Normandy area in France, one of my “Bucket List” destinations. In addition to seeing both Omaha and Gold beach, sites ...

By Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Now at an estimated $1.5 billion, the Powerball jackpot is quickly approaching a world record amount after 39 consecutive drawings ...

We are pleased to announce that Legacy Consulting Group was named again as one of D Magazine’s 2022 Top Wealth Managers. In addition, Roger A. Shake, CFP®, RLP®, CeFT® and Steven G. Wachs, CFP® ...

by Steve Wachs, CFP® “The nice part about being a pessimist is that you are constantly being either proven right or pleasantly surprised.” George Will Matt recently wrote about the ...