Do you know the difference between Limited and General Power of Attorney? Charlie Kerwood discusses a few facts on why POAs are so important.
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Long-Term Care: Facts about the “Forgotten” Policy
Morningstar recently published a survey about long-term care insurance. Jason Farris discusses some interesting facts you should know.
5 Tips You Should Know About IRA Charitable Distributions
Did you know you can use your IRA to donate to a charity? Charlie Kerwood, CFP® , ChFC® , AEP® , gives 6 tips you should know about an IRA Charitable Rollover.
Parents: It’s On You To Teach Your Child About Money
This article covers how to teach your child about money, and provides real-life situations to help your child live a financially-fit life.
Legacy Press: Spring 2020
Our Legacy Press spring newsletter focuses on how we are maintaining our business during uncertain times.