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Planning for Retirement – Part 1
Planning for retirement is something that most people put off until it is too late to have much impact. The unfortunate fact is that most of us will spend more time planning… Read More
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Managing Social Security – and your lottery jackpot
I was interviewed by Pete Daly of the Grand Rapids Business Journal on the pressing topic of managing Social Security. You can read my thoughts and the entire article here. www.grbj.com/articles/79304-managing-social-security-and-your-lottery-jackpot
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Five years from the bottom, markets continue to look up
This week, investors are crossing a notable milestone. March 9, 2009 proved to be the bottom of the months-long market selloff that accompanied the Great Recession. In the five years since hitting… Read More
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Welcome to LaughFest 2014
Gilda’s LaughFest (March 6-16, 2014) will kick off its fourth annual event with the most ambitious line-up of comedy talent yet. Some familiar names will join with newcomers to bring a large… Read More
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Social Security and the Time Value of Money
There are few decisions at retirement more difficult than choosing the right strategy for collecting Social Security retirement benefits. No matter their level of wealth, most of my clients start with a… Read More
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A journey through today’s global economy
At Legacy Trust, we often talk with our clients about the importance of a global perspective when it comes to their portfolios. New economies continue to emerge and develop and technology has… Read More
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Welcome to our new Website
Welcome to the Legacy Trust website. The launch of this new website coincides with the 10 year anniversary of Legacy Trust. For those who have frequented our website over the past five… Read More