Financial Planning with Mom

Easy Ways to Ruin Retirement

Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Fireworks and Financial Planning

Obviously, this year's 4th of July carries a little extra weight as we celebrate 250 years of American independence. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're exploring today, and the comparisons might surprise you… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Financial Planning at the Movies

Let's take some famous movie quotes and put them into a financial context. Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Risk Tolerance and The Weather

Some people love a thunderstorm- others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of the weather. Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

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