By Jennifer Schmitt, CFP®, CPA                   September 2018 Required Minimum Distributions (RMDs) are the minimum amounts taxpayers must begin withdrawing from their tax-deferred retirement [...]

By Michael Babcock,  CFP®                            August 2018        When I was a teenager, my family went on a road trip that included a visit to the Grand Canyon. I don’t remember how [...]

By Steve Wachs,  CFP®   “As the economic expansion continues, inflation fears are escalating. The Federal Reserve considers yet another interest rate increase to engineer a soft-landing. However, [...]

By Steve Wachs, CFP®                                 “We do our best work planning for a market correction rather than reacting during a market correction since we are never sure when they will [...]

By Matt Quinn, CFA®                                                                   April 2018 How to get the most out of saving for education-related expenses According to The College Board’s [...]

By Roger A. Shake, CFP®, RLP®, CeFT®                                March 2018 2018 Social Security and Medicare changes The new year brings with it changes to how much retirees will receive from [...]

 by Steve Wachs, CFP®                                                      February 2018 Six Flags Over Wall Street has returned. Over the past week, the Dow Jones Industrial Average moved down [...]

Steve and Roger were recently on The Next Level radio show on KAAM-AM 770 to discuss their vision for Legacy Consulting Group and how it benefits our clients.  Take a listen!

By Steve Wachs, CFP®                                                   The Perfect Season Miami Dolphins – NFL Football – 1972 – 17-0 Indiana Hoosiers – NCAA Basketball – 1976 – 32-0 [...]

Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, [...]