Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Mar
28
Perspectives
Managing Social Security – and your lottery jackpot
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
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
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
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