By Steve Wachs, CFP ® “Everybody has a plan until they get punched in the mouth” – Mike Tyson As financial planners, we believe it is extremely important to have a plan. For [...]

I met Joseph Coughlin, PhD about five years ago after his presentation at a financial planning conference. Joe is the Director of the Massachusetts Institute of Technology AgeLab, book author, [...]

By Steve Wachs, CFP®   “Life is like a roller coaster. Sometimes you close your eyes and hold on in sheer terror, other times you just have to raise your hands up in the air and enjoy the [...]

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 [...]

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 Steve Wachs, CFP® “If the market dives, it must be October.” – Client of Legacy Consulting Group   This was from an email received recently after the stock indexes has declined on [...]

By Matt Quinn, CFA®                                                 October 2018 We often get questions from clients about why the price of an investment looks to have declined significantly from [...]

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 [...]