Tax Mistakes for New Retirees

Building Your Financial House

For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Risk Management Across the Ages

Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's [https://www.kiplinger.com/investing/what-i-learned-from-an-investing-pro-about-managing-risk-in-your-30s-40s-50s-60s] talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Common Mistakes

Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Retirement Planning with Walt Disney

Let's take these quotes from Walt Disney and turn them into financial wisdom… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

An Oscar-Winning Retirement

Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work. Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526