OneLegacy Advisors

10/16/2026

What's an IPO and should I be looking at them or do you do that for me? Here at OneLegacy Advisors, LLC we have an incredible Registered Investment Advisor, Jasen Benton. He is really great at creating plans based on what you are interested in and what is right for you and your goals. Let's Chat!! Give us a call at 920-250-7220 to schedule an appointment with Jasen, today!

IPOs can be appealing, but they also require caution. Learn how the IPO process works, what to review before investing, and why hype doesn't always signal a good investment.

10/15/2026

Today is the Day! Let's Chat about what Medicare Options Are Right For You 😀

10/15/2026

IT'S OPEN!! 😀⏰ Let's talk Medicare Open Enrollment! 📞Schedule your appointment to chat with one of our Licensed Medicare Agents. 920-250-7220

10/14/2026

Wondering if you will have enough to Retire and Stay Retired? Let's Chat! 920-250-7220.

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

10/13/2026

Social Security Reform Article.

The next U.S. president and candidates for Senate this November will be tasked with addressing Social Security's funding shortfall.

10/12/2026

Funding Life's Stages & Making Sure You Still Have Enough To Enjoy Retirement....That's Where We Come In 😀

10/11/2026

The owner of OneLegacy Advisors, LLC is a Veteran that really cares about fellow Vets. That's why when we came across this article we thought it would be a good one to share.

Are you a veteran—or do you care about someone who is? Explore some of the top fraud schemes affecting our nation’s veterans today, the warning signs to look out, and 10 ways you can steer clear of fraud.

10/10/2026

Call 920-250-7220 to schedule your FREE Holiday Photo Session. 😀Spots are limited!

10/10/2026

When is the best time to talk to our kids about investing? Here at OneLegacy Advisors, LLC we start young! But if your kids are already teens this is a good article to get you thinking about the conversation. https://www.schwab.com/learn/story/teaching-teens-tips-to-help-money-lessons-stick

10/08/2026

Medicare Open Enrollment Starts One Week From Today. Are you ready? You can be! Call our office to schedule an appointment to discuss what plan would be best for you. 920-250-7220.