During his campaign newly elected president Donald Trump proposed a range of ambitious and significant economic policies, signaling a bold new direction for the US economy.  Markets are mainly concerned about three… Read More

The Roth IRA is a great retirement savings vehicle. It provides an option to avoid taxes upon withdrawal for those who have utilized one. However, given its relatively recent creation, some retirees… Read More

October 31st is near and here at Legacy Trust headquarters we take Spooky Season very seriously.  While advisors and clients alike have enjoyed the ‘treats’ of strong equity market returns in both… Read More

Properly estimating the baseline cost of a retirement lifestyle and how to fund it is vital to success, however; the work does not stop here. To do this thoroughly, one needs to… Read More

Steve Doorn has been featured in the Crain’s Grand Rapids Business Wealth Management Guide for his article on; Why Target Date Strategies Miss The Mark. Check out the full Wealth Management Guide… Read More

The electronic vehicle (EV) industry is hitting a bit of a speed bump. Tesla sales have slowed while legacy auto manufacturers have recently delayed EV investments. Some newer electric vehicle manufacturers such… Read More

Having settled many an estate over the years, there is one thing all the dearly departed have in common. They all died with tangible personal property. Another commonality, their personal property was… Read More

Developing a plan around taxes is a critical component to financial success. However, things become increasingly complicated as politics enter the picture, and both sides of the aisle push for their preferred… Read More

In 2003, Jon and Stefanie Booker were living the life of their dreams. In their mid-30s, Jon worked as a production manager for a manufacturing firm, while Stefanie repped for a major… Read More

After years of training and planning, you’re doing it, climbing Everest.  Your oxygen deprived lungs are permeated by -280C temperatures while an unrelenting 30 mph wind whips down the South Col.  As… Read More