by Roger Shake, CFP®, RLP®, CeFT®                           March 2019 The new year brings with it changes to how much retirees will receive from Social Security and how much more some [...]

By Matt Quinn, CFA®                                                February 2019 As many of you know, Roger loves sharing books.  He recently encouraged the team at Legacy Consulting Group to [...]

By Steve Wachs, CFP®   “It’s a short trip from the penthouse to the outhouse.” This quote appeared in last year’s Perspective when we asked the question “are we in for an outhouse season in [...]

This past November, Legacy Consulting Group announced our intention to donate new shoes to Operation Care for its “Christmas Gift for the Homeless” event being held December 15 at the Kay Bailey [...]

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 [...]