Legacy Wealth Management Group

You’ve lived with your spouse for years (maybe even decades). But living together in retirement? That’s a whole different ball game. With this upcoming chapter in your life, there are a few things you and your partner can do to ease the transition, reduce anxiety and enjoy your time together.

You've imagined your dream retirement, but how do you know if you’ll be able to afford it? Estimating your Social Security benefits is an important place to start. Read up on the PIA formula used for determining SS, plus 3 important factors that will affect your retirement earnings.

Drop a in the comments if you’re still paying your adult child’s Cell phone bill Housing or rent Netflix account... Or anything else?! We love our kids, but having them rely on us financially can be hurtful to both their sense of independence and our future financial goals. Follow these 4 tips to cutting the cord once and for all - in a way that won’t wreck your relationship.

It should come as no surprise that your risk tolerance at 50+ is going to be (quite) different than when you were in your 20’s. With retirement on the horizon (or already here), now’s the time to prepare your portfolio for financial independence.

After a long week of awaiting election results, Joseph R. Biden, Jr. has been awarded the presidency. What changes should we anticipate?