Legacy Planning Alliance, Inc.

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Legacy Planning Alliance, Inc. Our firm was founded in 1989 with the goal of assisting our clients in every aspect of their financial lives.

We work closely with clients to help them achieve their goals.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
10/19/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Social Security recipients will receive a 3.6% cost-of-living adjustment (COLA) in 2027, translating to approximately $7...
10/18/2026

Social Security recipients will receive a 3.6% cost-of-living adjustment (COLA) in 2027, translating to approximately $75 more per month on average.

The increase comes as inflation continues to affect everyday expenses. September's Consumer Price Index showed prices rising 3.7% over the past year.

But will the adjustment be enough? A September AARP survey found that roughly three-quarters of adults age 50 and older didn't believe a 3.5% COLA would keep pace with rising prices.

The actual increase will vary by recipient, and expenses such as health care, housing, and groceries may affect how far that additional income goes.



Source:

The Social Security Administration projects a 3.6% cost-of-living adjustment for older adults and people with disabilities starting in 2027.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
10/16/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
10/14/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/12/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Can group and private disability policies work together?
10/09/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

"The only things certain in life are death and taxes." Benjamin Franklin
10/07/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
10/05/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
10/02/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Address

Virginia Beach, VA

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+17575499681

Website

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