Stay current with the latest press releases, news, and events on Legacy Trust.

Mar

28

Perspectives

Managing Social Security – and your lottery jackpot

By Legacy Trust

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

Mar

11

Perspectives

Five years from the bottom, markets continue to look up

By Laina Mills

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

Mar

4

Perspectives

Welcome to LaughFest 2014

By Legacy Trust

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

Feb

18

Perspectives

Social Security and the Time Value of Money

By Legacy Trust

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