It All Starts With Your Story

VideoFinancial Education
Written By Sarah Stevens

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

Planning doesn’t have to be about control.

It can be about freedom.

We work with people who want more intention- not more to-do lists.

Featured
The Box of Confusion
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.

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Financial Planning Age Milestones
Financial Planning Age Milestones

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

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What Does “Fiduciary” Really Mean?
What Does “Fiduciary” Really Mean?
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Legacy…The Thread That Binds Generations
Legacy…The Thread That Binds Generations

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.

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It All Starts With Your Story
It All Starts With Your Story

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

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Understanding Children's Trusts: A Safety Net for Little Ones
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.

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Rachel Wood Introduction
Rachel Wood Introduction
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The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)
The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)

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

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Workplace Benefits That Help Parents Save: Childcare, Flex Spending, and Health Insurance
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.

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Charitable Accounts: A Guide to Making Effective Charitable Donations
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.

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Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
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.

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The Tax and Time Implications of Inheriting Family Farmland
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.

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7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
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.

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How to Utilize Your Health Savings Account
How to Utilize Your Health Savings Account
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Extra Cash Flow Considerations For Empty Nesters
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?

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Top 3 Important Milestones
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.

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Honoring Your Unique Journey
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.

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Daycare - What to Financially Expect When You’re Expecting
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.

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Budgeting - What to Financially Expect When You’re Expecting
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.

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Introduction - What To Financially Expect When You're Expecting
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.

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Easing the Divorce Process With the Help of an Advisor
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.

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3 Tax Planning Strategies
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.

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Top 3 Financial Questions You Can't Answer but a Financial Advisor Can
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.

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Tamara Smith Introduction
Tamara Smith Introduction

Meet Tamara Smith, a Certified Divorce Financial Analyst (CDFA®) and Financial Advisor at Legacy Financial Group.

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Scott Arnburg Introduction
Scott Arnburg Introduction

Meet Scott Arnburg, Partner and Advisor at Legacy Financial Group.

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Nick Hemsted Introduction
Nick Hemsted Introduction

Meet Nick Hemsted, Financial Advisor at Legacy Financial Group.

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Scott Nelson Introduction
Scott Nelson Introduction

Meet Scott Nelson, Financial Advisor at Legacy Financial Group.

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Finding Clarity Around Your Retirement
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.

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Giving Time, Talent, and Treasure: A Holistic Approach to Philanthropy
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.

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Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
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.

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Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth. 

This blog contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this blog will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Legacy Financial Group, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Past performance is no guarantee of future results.

Sarah Stevens
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Legacy…The Thread That Binds Generations
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Understanding Children's Trusts: A Safety Net for Little Ones