Legacy Wealth Strategies, LLC

03/30/2026

See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.

03/30/2026

See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.

See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.

03/20/2026

Want to earn extra cash in retirement? Here are 20 of the best jobs to keep your mind and body in shape.

Want to earn extra cash in retirement? Here are 20 of the best jobs to keep your mind and body in shape.

03/17/2026

Feeling lucky this St. Patrick’s Day?
Smart financial planning is not about luck. It is about having a strategy you can count on. Today is a great reminder that preparation beats chance every time.
Happy St. Patrick’s Day from all of us!

03/16/2026

Tax Day is one month away. Are you ready?
Most people don’t want surprises when it comes to their taxes. They want clarity, confidence, and a plan that makes sense before the deadline arrives.
Now is the time to review where you stand, understand what to expect, and make informed decisions, not rushed ones. A little preparation today can mean fewer headaches (and better outcomes) when Tax Day gets here.
If you want to check in on your tax picture, contact us, and we can connect on it.

https://sitch.app/s/Gg8bNQw

03/09/2026

Older workers make up a far greater portion of the workforce than they did 20 years ago.

12/24/2020

Merry Christmas

Hoping you receive the greatest gift of all this holiday season- Time with family and close friends.

Have a Merry Christmas and Happy New Year, from all of us at Legacy!

Our office will be closed Christmas Eve, Christmas Day and December 30, 31 and Jan 1.

-Robert Brown

12/04/2020

401(k) Rollovers: Pay Attention to the Details

Correctly executing a qualified plan rollover (401(k), 403(b), etc.) from a former employer has become a standard transaction. Most of us no longer have or receive pensions from our employers. Basic understanding of potential pitfalls could help avoid significant tax consequences.

This task requires precise ex*****on: something we can offer. For help with Trustee to Trustee transfers or any other questions regarding Rollovers please contact us directly on Facebook, email us at [email protected], call us at (402) 614-9489 or visit our website at www.legacy-wise.com

At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to be able to handle all aspects of the estate and financial planning process from start to finish. As true legacy planners, and a comprehensive wealth management firm, we concentrate in estate, business and ...

11/25/2020

From everyone at the Legacy Wealth Group, Have a Happy Thanksgiving!