The Legacy Council

03/10/2026

Today is a gorgeous day in Cincinnati for a round of golf. If you happen to be playing at the Ivy Hills Country Club check out our ad on the yardage cards for holes 7, 8 and 9!

11/27/2025

Happy Thanksgiving to our amazing clients. We’re truly blessed and grateful for your trust, partnership, and the opportunity to serve you this year. Here’s to a joyful holiday surrounded by loved ones.

08/27/2025

Check out Justin's latest YouTube video on changes coming to the Part C Medicare Advantage Plans in 2026

Justin Seitz, Insurance & Retirement Income Advisor with The Legacy Council discusses some changes that are coming to Part C Medicare Advantage plans in 2026...

08/26/2025

New video on why it's important to create an online account with Social Security and how to avoid any issues you can have signing up. Check it out!

Justin Seitz, Insurance and Retirement Income Advisor with The Legacy Council explains why it's important to create an online account with Social Security at...

08/21/2025

Check out our YouTube video on why it's important to create a Medicare.gov account when you enroll into Medicare. Justin explains what can be done with an online account and how to create your account and avoid any issues. Thanks for watching!

https://youtu.be/Hj8R5mepwhI

Justin Seitz, Insurance and Retirement Income Advisor with The Legacy Council explains why it's important to sign up for a Medicare.gov account when you firs...

08/13/2025

Social Security began 90 years ago. It was never meant to be the only source of guaranteed retirement income. Message us if you’d like to learn how to turn your 401k, 403b, 457 or IRA into another guaranteed lifetime income stream.

08/12/2025

Big changes are coming with the new OBBBA Bill that will affect your taxes. Watch this short video and call us at (513) 442-2000 to discuss how this new bill will affect your taxes!

08/07/2025

The One Big Beautiful Bill Act was signed into law July 4, 2025 and will bring major changes that could impact you.

*Bigger Standard Deductions
*Lower Tax Rates Locked In
*Increased State & Local Tax (SALT) Deduction
*New 65+ Deduction
*Expanded Child Tax Credit
*New Child Savings Accounts

Now is the time to discuss your financial and retirement strategy moving forward. Call us at (513) 442-2000 or message us to discuss your situation and see if the new changes will impact you.

07/21/2025

New ad we’re currently running on Facebook. If you haven’t had a chance to read Justin’s book or watch the documentary fill out the form and we’ll ship them out for free!

07/07/2025

Check out our blog post that discusses some highlights of the One Big Beautiful Bill Act (OBBBA) and how it may impact your insurance and retirement planning:

President Donald Trump signs the OBBBA into law

07/04/2024

Happy Independence Day from The Legacy Council and Seitz family to yours! Thankful for the freedom to spend time with family whether in the US or other parts of the world 🇺🇸🇲🇽