Friday, September 27, 2019
When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually,...
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Thursday, August 29, 2019
Many of our clients know that one of our advisors, Sonja, is an avid swimmer/triathlete and likes to compete. As part of her summer vacation to Europe this year, Sonja took a trip to London a few weeks ago and competed in the "Thames...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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?...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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.
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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...
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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....
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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”...
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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...
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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...
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Thursday, June 1, 2017
FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 [email protected]
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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...
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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....
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Tuesday, December 27, 2016
FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 [email protected]
Read MoreWe take your personal information seriously! And we know you do, too! Free yourself of all unnecessary paper taking up your precious space during our complimentary Shred-A-Thon! There will be a Uni-Shred truck waiting for you outside...
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A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, our research team expects a return to routine for some...
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TONY DUBOSE, SONJA KOPPENWALLNER AND NEELIE SACHAROW ATTEND NATIONAL FINANCIAL CONFERENCE Plantation, FL — August 14, 2015 — Tony DuBose, Sonja Koppenwallner and Neelie Sacharow from Legacy Wealth Management recently...
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BOSTON, May 18, 2015 — LPL Financial LLC, the nation’s largest independent broker-dealer, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA),...
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Plantation, FL –December 22, 2014– Tony DuBose from Legacy Wealth Management recently attended the Business Leaders Forum 2014 in Orlando, FL, one of two exclusive invitation-only regional events hosted by LPL Financial,...
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