Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

Designed to help individuals save for medical expenses, HSAs offer a unique combination of tax advantages and flexibility that can benefit you now and in the future.

There’s a quiet power in the word legacy.
It’s more than just a collection of achievements or material possessions.

Scott Nelson, Financial Advisor, discusses financial planning considerations for certain age milestones for those nearing retirement.

Chad Terry, CEO at Legacy Financial Group, discusses what it truly means to be a fiduciary.

Scott Arnburg, Financial Advisor, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one.

Chad Terry, CEO at Legacy Financial Group, discusses a recent milestone of a long-standing client and how it all starts with your story.

Parenthood can feel like a roller coaster—thrilling, unpredictable, and occasionally nauseating! While you’re busy navigating the ups and downs, you might want to consider a safety net for your kids: the Children’s Trust.

Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.

Ah, parenting! It’s a wild ride filled with joy, laughter, and the occasional chaotic meltdown (sometimes theirs… sometimes yours). Thankfully, there’s a financial lifebuoy in the form of the Child Tax Credit (CTC).

As a Financial Advisor and a dad who's navigated the ups and downs of raising kids (while trying to keep a budget intact), I’ve spent quite a bit of time researching workplace benefits that can help save some serious cash.

As I mentioned in a previous article, there are many ways you can give to your favorite charitable organizations including your time and talent, but organizations do need money, too.

In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money.

In the realm of financial decisions, few choices are as profound and emotionally charged as determining the fate of family farmland.

Trust and estate plans are essential for protecting your wealth and ensuring it passes smoothly to your heirs.

Scott Nelson, a financial advisor at Legacy Financial Group, discusses the number one question he receives from clients who are empty nesters: What should I do with my extra cash flow?

Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.

Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique journey.

Nick Hemsted, Financial Advisor, shares tips about navigating the daycare process, incorporating daycare costs into your budget and considering the possibility of one parent staying at home.