Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Apr
17
Tom Werkman Joins Legacy Trust as Chief Operating Officer
For Immediate Release Contact: Bill Walker Legacy Trust, 616.454.2852 or Mary Ann Sabo Sabo Public Relations, 616.485.1432 Tom Werkman Joins Legacy Trust as Chief Operating Officer Grand Rapids, Michigan, April 16, 2014… Read More
Apr
15
Things You May Not Know About Taxes
During “tax season”, I spend a lot of time talking with clients and tax preparers about, as you might expect, income taxes. This often includes strategizing about how to reduce them in… Read More
Apr
8
Behavioral Finance: The Nature of Losses
When I was nine or ten years old, my grandfather taught me how to play poker. He brought out his loose change jar and counted out twenty five pennies for each of… Read More
Apr
1
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