Our Thought Leadership
Explore our topics and key contributors
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.
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.
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.
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?
Passing Down Financial Wisdom: Lessons from a Working Mom and Financial Advisor
Rachel Wood, Partner and Financial Advisor, covers the influence of mothers on the family budget and their children’s spending habits.