Our Thought Leadership
Explore our topics and key contributors
Financial Planning Age Milestones
Scott Nelson, Financial Advisor, discusses financial planning considerations for certain age milestones for those nearing retirement.
Extra Cash Flow Considerations For Empty Nesters
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?
Top 3 Important Milestones
Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique journey.
Daycare - What to Financially Expect When You’re Expecting
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.
Budgeting - What to Financially Expect When You’re Expecting
Pregnancy and becoming a parent come with a whirlwind of emotions and changes. And if there's one thing that's bound to get shaken up, it's your budget.
Introduction - What To Financially Expect When You're Expecting
In this series, Nick Hemsted, Financial Advisor, will be walking you through the financial consideration and expectations for families who are expecting a child.
Easing the Divorce Process With the Help of an Advisor
Tamara Smith, CDFA® speaks about how working with a financial advisor during the divorce process can help increase the efficiency and clarity around decision-making for divorce attorneys and their clients.
3 Tax Planning Strategies
Scott Nelson, Financial Advisor, discusses three tax planning strategies high-income earners can employ that go beyond maxing out your company retirement plan.
Top 3 Financial Questions You Can't Answer but a Financial Advisor Can
As a divorce attorney, you guide clients through legal complexities, but financial nuances can pose challenges beyond your expertise.
Tamara Smith Introduction
Meet Tamara Smith, a Certified Divorce Financial Analyst (CDFA®) and Financial Advisor at Legacy Financial Group.
The Box of Confusion
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.
Scott Arnburg Introduction
Meet Scott Arnburg, Partner and Advisor at Legacy Financial Group.
Finding Clarity Around Your Retirement
Scott Nelson, Financial Advisor, speaks about how partnering with Employee Family Resources helps people develop financial roadmaps and gain clarity around their finances.
Extra Cash Flow Considerations For Empty Nesters
Scott Nelson, Financial Advisor, discusses the number one question he receives from empty nesters: What should I do with my extra cash flow?
Giving Time, Talent, and Treasure: A Holistic Approach to Philanthropy
Rachel Wood, Partner and Financial Advisor, emphasizes the importance of a holistic approach to philanthropy.
Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
Rachel Wood, Partner and Financial Advisor, shares five important financial lessons to equip the next generation with crucial knowledge to navigate their financial journey.
Who Should Inherit Your Wealth? Guiding Mid-Level Managers on Charitable Giving, Estate Planning, and Family Harmony
Nick Hemsted, Financial Advisor, delves into three topics of consideration around your financial legacy.