by Roger A. Shake, CFP®, RLP®, CeFT® May 2022 In 2013 Disney released the animated movie ‘Frozen.’ It’s the story of a princess, Anna, setting out on a quest to locate her estranged sister, Elsa, [...]

by Roger Shake, CFP®, RLP®, CeFT®                        February 2022 There’s good news and bad news for Social Security in 2022, plus some useful information. First, the good news. Social [...]

by Roger A. Shake, CFP®, RLP®, CeFT®                  March 2021   Have you ever been blindsided by a life event or by your feelings about it? When I hear that question, my immediate [...]

2020 will go down as one of the most difficult years in our lifetime.  For many, it has been a year of transitions.  Big transitions include loss of a job, retirement, business sale, or death of [...]

Legacy Consulting Group is excited to announce that we have been formally recognized by several organizations. We are proud of the work our team has done and appreciate the wonderful clients that [...]

by Roger Shake, CFP®, RLP®, CeFT®                             June 2020 Much has happened in the world in the last six months. I typically send this annual Social Security and Medicare update out [...]

April 2020 Back in early December, Susan and I went to see the movie, “A Beautiful Day in the Neighborhood” starring Tom Hanks. The movie is about the life and impact of Fred Rogers, aka Mr. [...]

By Roger A. Shake, CFP®, RLP®, CeFT®                            April 2020 In response to the unfolding COVID-19 global pandemic, President Trump, on March 27, 2020, signed into law the [...]

We decided last November to support Metrocrest Social Services this holiday season as our community service project.  In addition to donating our time, we wanted to provide them with much needed [...]

The last article in the series “Three Questions That Can Predict Future Quality of Life” as we age written by Joseph Coughlin, PhD is below. It addresses the subject of maintaining a strong [...]