Our Thought Leadership
Explore our topics and key contributors
Understanding Children's Trusts: A Safety Net for Little Ones
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.
The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)
Parenthood can feel like a roller coaster—thrilling, unpredictable, and occasionally nauseating!
Workplace Benefits That Help Parents Save: Childcare, Flex Spending, and Health Insurance
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.
Charitable Accounts: A Guide to Making Effective Charitable Donations
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.
Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money.
The Tax and Time Implications of Inheriting Family Farmland
In the realm of financial decisions, few choices are as profound and emotionally charged as determining the fate of family farmland.
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
Trust and estate plans are essential for protecting your wealth and ensuring it passes smoothly to your heirs.
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.