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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… Read More
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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… Read More
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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 damages, and huge numbers… Read More
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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 program… Read More
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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 discussed a relatively simple… Read More
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2021 Wealth Planning Considerations
We missed meeting with many of you in person, whether as clients or advisors of families we serve during this pandemic. When the weather was warmer, we were able to hold some… Read More
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Welcome 2021 – A Message from President & CEO, Tracey Hornbeck
Looking back to this time last year, we were in the office preparing for in-person meetings, events and presentations. Little did we know what was ahead for us in 2020. What a… Read More
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Comprehensive Retirement Planning – Capital Adequacy
For our purposes, Capital Adequacy is a very simple concept to understand: will I have enough money to meet my lifestyle expenses? On a smaller scale, you have been doing this math… Read More
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Comprehensive Retirement Planning
At Legacy Trust, we have been contemplating the retirement planning advice that we have provided clients over the years. This reflection has made us proud to have helped so many of our… Read More
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Planning Implications Of The SECURE Act
Planning Implications of the SECURE Act On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law, creating sweeping changes to… Read More