Legacy Wealth Planning

09/02/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

08/26/2026

It's that time again! Wishing all the students, teachers, and families a fantastic first day of school. Here's to new adventures, new friendships, and a year filled with learning, laughter, and memorable moments.

08/24/2026

As the Hawk Fire continues to impact families, neighborhoods, and businesses across our community, our thoughts are with everyone facing evacuation, uncertainty, and hardship.

We are deeply grateful to the firefighters, first responders, and emergency crews working tirelessly to protect our region. Your courage, dedication, and sacrifice inspire us all.

Reno is more than where we work. It's our home. At Legacy Wealth Planning, we stand beside our neighbors, support our community, and remain committed to being here for those who need us most.

To everyone affected by the Hawk Fire, please know that you are in our thoughts, and we are standing with you during this difficult time.

08/24/2026

The new school year is here—and with it comes a fresh set of routines, priorities, and yes…expenses.
From supplies and schedules to activities and tuition, this time of year naturally brings a shift in how families spend and plan.

But it’s also an opportunity.

A new school year is a great time to reset—not just academically, but financially:
✔️ Revisit your monthly budget: New school routines often mean new recurring costs (lunches, sports, childcare). Adjust now to stay ahead
✔️ Plan beyond the first week: Expenses don’t stop after back-to-school shopping—think field trips, fees, and seasonal activities
✔️ Set small financial habits at home: Whether it’s giving kids an allowance or involving them in budgeting decisions, this is a great time to build awareness
✔️ Reconnect with long-term education goals: From college savings plans to future tuition needs, now is a natural checkpoint to make sure everything is still aligned

Back-to-school isn’t just a fresh start for students—it can be a fresh start for your financial plan, too.
At Legacy Wealth Planning, we believe thoughtful planning helps create confidence for whatever the school year (and beyond) may bring.

If the start of the school year has you thinking about your family’s financial goals, we’re always here to help guide the conversation.

08/21/2026

Every life tells a story—one of strength, wisdom, and purpose.
Their journey inspires how we live, give, and plan for what comes next.
Who helped shape your path? Share their legacy below.

08/20/2026

Changing jobs? Retiring soon?
Your 401(k) doesn't have to stay behind.
From rollovers to new employer plans, the choices you make today could affect your retirement savings for years to come.
This article explores your options and what to keep in mind before making a decision.

When you leave your job, you may have four options to manage funds in a work-based retirement plan.

08/18/2026

Summer might be winding down—but some of the best days are still ahead
From riverwalk mornings and splash park afternoons to picnic breaks and ice cream nights, Reno makes it easy to turn a simple August day into something special.

What’s your go-to end-of-summer tradition? 👇

08/17/2026

The best time to plan your legacy isn’t someday—it’s today.

Estate planning and thoughtful wealth management help ensure that everything you’ve built is protected, prioritized, and passed on with intention. Waiting can leave too much to chance—but planning now creates clarity, confidence, and lasting impact for those who matter most.

Because your legacy deserves more than good intentions—it deserves a plan.

Are you taking steps now to protect what matters most?

Take the first step today—start your estate planning conversation:
https://www.lwpreno.com/estate-planning