Legacy Wealth Strategies, LLC

10/16/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/13/2026

Meet the Retirement Red Zone.

10/12/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines.

Schedule a meeting with us today to see how you are progressing toward your financial goals.

10/09/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/06/2026

Even if they saved the same amount.

10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

10/02/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.

Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, schedule an online meeting with us at

09/29/2026

Find the next layer in your Money Stack.

09/28/2026

Is there a financial decision you’ve been meaning to make?
Maybe it’s updating an account, reviewing a strategy, adjusting a savings goal, or finally addressing something that’s been sitting on your to-do list.
Now is a good time to organize those outstanding decisions and determine your next steps. A little clarity today can help you head into the new year with fewer financial question marks.
Click the link below to schedule a meeting to discuss your options.

09/25/2026

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.