Legacy Investment Services, LLC

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.

03/27/2026

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/4mylegacy

03/25/2026

Here's a look at Roth 401(k)s, the 2025 and 2026 contribution limits, and the amount workers 50 and older can save.

Here's a look at Roth 401(k)s, the 2025 and 2026 contribution limits, and the amount workers 50 and older can save.

03/23/2026

IRAs and 401(k)s, RMDs and 1099s. There’s a lot to manage on the way to retirement, some of which is easy to understand and some of which isn’t. The good news is we’re here to help make a little more sense of it all.
Visit https://4mylegacy.com/ to begin navigating retirement today.

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.

03/18/2026

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to prepare for their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
https://4mylegacy.com/

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!

03/15/2026

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://4mylegacy.com/

03/13/2026

Thinking about reducing your 401(K) contributions? Here are six reasons why you might want to reconsider.

Thinking about reducing your 401(K) contributions? Here are six reasons why you might want to reconsider.

03/11/2026

The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://4mylegacy.com/ to begin the discussion about building a map to retirement today.

03/09/2026

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

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