Legacy Wealth Strategies LLC

10/02/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

09/28/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

09/27/2026

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enjoy the retirement you’ve been saving for and retire with financial confidence.

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

09/25/2026

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected

How to help make sure your family is covered financially should something happen to either spouse

09/24/2026

Meet Alayna Bowman.

Alayna Bowman serves as Executive Assistant to Mark Bucklaw at Legacy Wealth Strategies, LLC, a Lifetime Financial Growth Company (LFG). In her role, Alayna works closely with Mark and the Legacy Wealth Strategies team to support clients and help deliver the high level of service and attention that defines the firm.

Alayna graduated from The Ohio State University in December 2024 with a Bachelor of Science degree in Consumer and Family Financial Services. Her education provided a strong foundation in financial services and helped shape her passion for building a career focused on helping individuals and families achieve their financial goals.

During her final two semesters at Ohio State, Alayna began her professional career with Lifetime Financial Growth, LLC, where she served as both a Financial Representative and Director of First Impressions. Her dedication, professionalism, and ability to connect with clients led to a natural transition into her current role as Executive Assistant.

Alayna holds licenses in Life, Accident, and Health Insurance, further strengthening her knowledge of the financial services industry and her ability to support the comprehensive planning needs of Legacy Wealth Strategies’ clients.

Outside of the office, Alayna lives in Lewis Center, Ohio, with her partner, Carlos, and their three pets—Hazel and Ocean, their two dogs, and Messi, their cat.

09/23/2026

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

09/14/2026

🎉 Happy Birthday, Jono! 🎉
Today, we’re celebrating Jonathan Codispoti and all that he brings to Legacy Wealth Strategies LLC!
Jono’s leadership, vision, and commitment to the people around him has shaped the culture of LWS and made it the team it is today. We’re grateful for the knowledge, energy, encouragement, and passion he brings to our team and the clients we serve.
Wishing you a fantastic birthday, Jono! We hope you have a great day celebrating with the people who matter most.

09/14/2026

This mission moves forward because of the incredible sponsors who choose to stand beside us.

Your generosity allows Austin’s Hope to continue supporting families living with Duchenne muscular dystrophy and reminds them that they are not walking this journey alone. Every sponsorship makes a difference, helping us provide resources, build connections, and create hope for the future.

To our current sponsors, thank you for believing in our mission, investing in our community, and choosing to make a difference alongside us. We are truly grateful for your partnership and support.

09/11/2026

We’re proud to support Shale Meadows Elementary!

Supporting our local schools and investing in the students, teachers, and families in our community is something we’re grateful to be a part of.

Thank you to Shale Meadows Elementary and the SMES PTO for all you do to create opportunities and a great experience for students. We’re excited to be part of another school year! 🦋

Thank you to our community partner Legacy Wealth Strategies LLC for being our Bronze Sponsor for the SMES 2026/2027 school year! We are so grateful for their support of our students and staff. 🏫

🦋Multiple sponsorship opportunities are still available, but time is running out! Please reach out by 9/18 with any questions to Walt Williamson ([email protected]) or Jennifer Baden ([email protected]).

09/10/2026

We’re proud to see Jonathan Codispoti, President of Legacy Wealth Strategies, featured in a recent Kiplinger article discussing 529 plans and the important questions families are facing when planning for future education expenses.

Jono shares insight on starting college savings early, navigating excess 529 funds, and the importance of prioritizing retirement while planning for a child’s education. His perspective reflects the thoughtful, long-term approach we strive to bring to every family we serve.

Congratulations, Jono, on once again being recognized as a trusted voice in financial planning!

Read the full article here: https://www.kiplinger.com/retirement/retirement-planning/529-plans-and-college-savings-4-urgent-questions

In our Wealth Wise advice column, experts explain how parents and grandparents can fund a child's education without risking their own financial future.