Legacy Consulting LLC

Legacy Consulting LLC Based in Lutherville, MD, she also holds Series 6 & 7 registrations through LPL Financial. www.finra.org, www.sipc.org.

Megan Avery, ChFC®, founder of Legacy Consulting LLC and Legacy Tax Advisory, has served Maryland since 1998, specializing in tax, estate, and retirement planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
09/09/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
09/08/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
09/07/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
09/04/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Take the time to think about these three things when shopping for your next vehicle.
09/03/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Childhood attitudes and habits can determine your child's health in his or her adult years.
09/02/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

College, kids and costs.
09/01/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

08/31/2026

Test your estate strategy knowledge with this short quiz.

Stay ahead this year with this handy Personal Finance Calendar.
08/28/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Address

Lutherville, MD
21093

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14108289505

Website

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