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Perspectives

Home » Perspectives
Why You Need To Update Your Estate Plan
By Kelly DeRidder
In Perspectives
Posted May 31, 2023

Why You Need To Update Your Estate Plan

In 2003, Jon and Stefanie Booker were living the life of their dreams. In their mid-30s, Jon worked as a production manager for a manufacturing firm, while Stefanie repped for a major [...]

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The Power to Act
By Kelly DeRidder
In Perspectives
Posted October 20, 2022

The Power to Act

After years of training and planning, you’re doing it, climbing Everest.  Your oxygen deprived lungs are permeated by -280C temperatures while an unrelenting 30 mph wind whips down the South [...]

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Thinking of Retiring Early?  Here are Five Wealth Management Tips You Need to Consider
By Brian Balke
In Perspectives
Posted July 22, 2022

Thinking of Retiring Early? Here are Five Wealth Management Tips You Need to Consider

Studies show that most Americans say they hope to retire at age 62, even though the age in which you can receive full Social Security benefits from the federal government is 66 or 67 years old [...]

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Claiming Social Security – Part II
By Danielle Parmenter
In Perspectives
Posted July 11, 2022

Claiming Social Security – Part II

In my most recent blog post, I gave a brief overview of the beginnings of Social Security and some factors that affect the decision of when to claim.  The key factors that we explored were [...]

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Secure Act 2.0
By Brian Moore
In Perspectives
Posted April 27, 2022

Secure Act 2.0

On March 29, 2022, the United States House of Representatives passed the Secure Act 2.0 with overwhelming bipartisan support. The bill expands on the retirement savings reforms that came with the [...]

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Do Stock Markets Fall when Interest Rates Rise?
By Greg Barshied
In Perspectives
Posted March 30, 2022

Do Stock Markets Fall when Interest Rates Rise?

 1. On Wednesday March 16th, the Fed announced its long-expected rate liftoff, hiking by the expected 25bp and lifting the Fed Funds Target Rate lower bound off zero for the first time since [...]

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Five Questions About – Inflation, Interest Rates and Investing
By Steve Doorn
In Perspectives
Posted February 28, 2022

Five Questions About – Inflation, Interest Rates and Investing

Five Questions About – Inflation, Interest Rates and Investing The Federal Reserve just announced a 50 basis point hike – the second increase since mid-March. The move is designed to slow the [...]

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Personal Identity Theft
By Spencer DeYoung
In Perspectives
Posted January 31, 2022

Personal Identity Theft

Personal Identity Theft Cybersecurity can have many implications on consumers and ranking among the top is Identity Theft.  The news covers the big hacks, involving ransomware, millions in [...]

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Claiming Social Security
By Danielle Parmenter
In Perspectives
Posted January 26, 2022

Claiming Social Security

Claiming Social Security Social Security started as a federal program during The Great Depression to provide an income base to retirees, to be used in conjunction with savings and pensions.  The [...]

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Thinking about Social Security Benefits as Retirement Capital
By Brian Moore
In Perspectives
Posted August 3, 2021

Thinking about Social Security Benefits as Retirement Capital

Have you ever thought about the investment value of your Social Security benefits?  In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter [...]

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Privacy Policy | USA PATRIOT Act

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©2023 Legacy Trust
Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.

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Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852

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The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust

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