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Congratulations on your retirement, Randy!

Tony DuBose, AIF® | Wednesday, July 31, 2019

It is with much admiration that we congratulate Randy Lifshotz, Legacy Wealth Management financial advisor of 12 years, on his retirement today. It isn’t every day that a firm celebrates an advisor’s successful tenure of...

Will You Avoid These Estate Planning Mistakes?

Neelie Sacharow | Friday, July 19, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some...

Helping Your Parents Manage Financial Tasks

Rely Hechter, CFP® | Friday, July 12, 2019

Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it was in 2015.¹ Some of these seniors could face a financial test. Will they be able to look after their...

What the SECURE Act Could Mean for Retirement Plans

Tony DuBose | Wednesday, July 10, 2019

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of...

Presenting Midyear Outlook 2019

Tony DuBose, AIF® | Thursday, June 27, 2019

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors face...

Your Personal Financial Management Website

Monday, June 17, 2019

Ever feel like you don’t have a clear picture of your finances? Maybe one of these scenarios sounds familiar: You track what you earn and spend each month but wonder how your spending decisions impact your lifetime cash flow. You...

Promoting a Best Interest Standard of Care for Clients at LPL’s 2019 DC Fly-In

Tony DuBose | Thursday, June 6, 2019

Last month I had the opportunity to spend time in our nation’s capital with LPL’s Government Relations team and fellow LPL advisors. While in Washington, D.C., we dedicated ourselves to advocating, educating, and...

TOD or Living Trust?

Thursday, May 23, 2019

How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living trust. You can serve as its...

Balancing Act: Income, Expenses and Withdrawals

Tony DuBose | Thursday, April 18, 2019

In projecting what you’ll need to save in order to generate enough retirement income, it helps to (1) prepare a realistic household budget and (2) understand what types of expenses you’ll have once you stop earning a...

Are You Retiring Within the Next 5 Years?

Marco Bohorquez | Wednesday, March 27, 2019

You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. How much monthly income will you need?...

Is There a Secret Formula for Financial Wellness?

Joel Palatnik, AIF®, CFS® | Thursday, March 21, 2019

There are many prescriptions to get to financial health. Here are four proven strategies to help you get there. Setting and sticking to a budget In 2017, 78% of Americans said they were living paycheck to paycheck, up from 75% three...

Tax Considerations for Retirees

Ken Sandler, CPA | Wednesday, February 20, 2019

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are...

Natalie Kaminsky | Thursday, January 24, 2019

FOR IMMEDIATE RELEASE – Rubenstein joins the LWM team as Associate Wealth Consultant – Plantation, FL – January 24, 2019 – Legacy Wealth Management (LWM) announced today that Nuri Rubenstein has joined its team...

Putting a Price Tag on Your Health

Natalie Kaminsky | Friday, January 18, 2019

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy...

Introducing LPL Research Outlook 2019: FUNDAMENTAL

Tony DuBose | Sunday, December 23, 2018

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Research believes the following three themes will be key to the...

Natalie Kaminsky | Wednesday, December 12, 2018

FOR IMMEDIATE RELEASE –Broadening the wealth management experience for clients through this strategic growth initiative– Plantation, FL – December 12, 2018 – Legacy Wealth Management is pleased to announce that...

Searching for Health Coverage in the Years Before Medicare

Friday, November 2, 2018

If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage. You know it will probably...

4 Common Scams and How to Avoid Them

Natalie Kaminsky | Wednesday, October 10, 2018

These days, there’s no shortage of scams or fraudulent schemes lurking behind bogus voicemails or email subject lines. Thanks to social media, email, and online business, individuals’ private information is at risk of...

Avoid These Life Insurance Missteps

Friday, September 21, 2018

Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in...

Life Insurance Explained

Friday, September 7, 2018

When it comes to life insurance, there are many choices. Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies have two things in common. They guarantee to pay a death benefit...

Portfolios and Podcasts: The Knot

Randy Lifshotz | Friday, August 24, 2018

Many investors—especially long-term investors—have an “equity” component in their portfolios. So, what is an equity really? It’s simply your proportional share of ownership in a company and, managed and...

The Sequence of Returns

Friday, August 3, 2018

What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of...

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens

Tony DuBose | Wednesday, August 1, 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned...

The Flattening of the Yield Curve

Friday, July 27, 2018

What is the yield curve, and why is the financial media writing about it? Here is a brief explanation, starting with a clarification. A yield curve is really an X-Y graph projecting expected rates of return for equivalent-quality...

What's the Deal with Summer Tires?

Sonja Koppenwallner, CFP® | Thursday, July 19, 2018

We've all been there. Time to give the car a tune-up with some new tires. Pretty easy and straight-forward, buy whichever tires the shop recommends, right? Not so fast. You might be missing out on savings, especially if you live in...

Including Digital Assets in Your Estate Plan

Friday, July 6, 2018

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now...

Retirement Planning Weak Spots

Friday, June 15, 2018

Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should recognize that they may face major medical expenses....

Trust Basics

Friday, June 1, 2018

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility--many...

The Backdoor Roth IRA - Is It Right for You?

Friday, May 25, 2018

Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in...

Blockchain Ecosystems: An Investment Opportunity

Tony DuBose | Monday, May 21, 2018

Dear Clients and Colleagues: No doubt you have heard phrases like “blockchain technology,” “digital currency,” and “Bitcoin” with increased frequency since the beginning of the year. You may be...

A Lifeboat Drill for Investors

Randy Lifshotz | Friday, March 9, 2018

Experienced investors use “lifeboat drill” skills learned from the cruise ship industry. Just like the ship’s passengers and staff, investors have a plan for their trip. Part of the plan is thinking about what could...

Natalie Kaminsky | Friday, February 16, 2018

Find the financial information you need this tax season. Use this handy guide to see the 2018 tax rate schedule, standard deductions and personal exemption, retirement plan contribution limits, social security benefits, and more.

Tony DuBose | Tuesday, February 6, 2018

February 6, 2018 Dear Clients and Colleagues: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult...

Natalie Kaminsky | Friday, December 29, 2017

Another year, come and gone! No matter how you look at it, 2017 was a memorable year. This week, we’re looking back on the exceptional experiences and accomplishments of some of our staff and advisors over this past year....

Natalie Kaminsky | Tuesday, November 28, 2017

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...

Natalie Kaminsky | Monday, October 30, 2017

3 Fun Financial Facts for Halloween It’s the spookiest time of the year, with zombies, ghouls, and ghosts at your door. But the economics of Halloween 2017 don’t have to be scary! Here are a few fun financial facts about...

Natalie Kaminsky | Friday, October 20, 2017

Legacy Wealth Management Welcomes Adela Lopez – Lopez joins the LWM team as Operations Associate – Plantation, FL – October 20, 2017 – Adela Lopez has joined financial planning and investment advisory firm...

Natalie Kaminsky | Thursday, June 1, 2017

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 [email protected]

Natalie Kaminsky | Friday, March 24, 2017

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 [email protected] Tony DuBose Attends Top Independent Advisors Summit – Exclusive Conference Featured Opportunities for Advisors to Share Knowledge and...

Tony DuBose, AIF® | Thursday, March 9, 2017

The Office of Regulations and Interpretations, Employee Benefits Security Administration Attn: Fiduciary Rule Examination Room N-5655 U.S. Department of Labor 200 Constitution Avenue N.W. Washington, DC 20210 March 8, 2017 Dear Mr....

Natalie Kaminsky | Tuesday, December 27, 2016

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 [email protected]

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