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 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 Roger A. Shake, CFP®, RLP®, CeFT®                         June 2018 Dr. Roger Landry is the author of Live Long, Die Short – A Guide To Authentic Health and Successful Aging. I’ve read [...]

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 [...]

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!