Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Apr
15
Perspectives
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
Perspectives
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
Perspectives
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
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