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

There’s a quiet power in the word legacy.
It’s more than just a collection of achievements or material possessions.
It’s the echo of a life well-lived, the ripple effect of our choices, and the stories that outlast us.

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.

Parenthood can feel like a roller coaster—thrilling, unpredictable, and occasionally nauseating!

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.

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.

In this series, Nick Hemsted, Financial Advisor, will be walking you through the financial consideration and expectations for families who are expecting a child.