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

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

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

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

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

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

At Legacy Trust, we often talk with our clients about the importance of a global perspective when it comes to their portfolios.  New economies continue to emerge and develop and technology has… Read More

Welcome to the Legacy Trust website. The launch of this new website coincides with the 10 year anniversary of Legacy Trust. For those who have frequented our website over the past five… Read More