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 [...]

Second, in the series of “Three Questions That Can Predict Future Quality of Life” as we age, written by Joseph Coughlin, PhD is below.  Roger met Dr. Coughlin about five years ago after his [...]

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 [...]