An Oscar-Winning Retirement

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

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