Money | Legacy Wealth Strategies

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Have A Question About This Topic?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Is financial stress undermining your well-being?

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

Saving for College 101

Here's a crash course on saving for college.

Protecting your business if an associate dies

Three options to consider in preparation for transitioning a business after the passing of an associate. 

Credit Card Debt

We share tips to manage high-interest credit

5 ways to spend money on your happiness

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

Tips for managing money you earned on social media

Learn ways to protect and grow the money you’ve made on social media

How to help manage student debt efficiently

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.

5 tips to ease financial stress

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

View all articles

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos

Articles

Money matters: Why it pays to be financially responsible

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

Smart money moves for families

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Creating financial wellness with what you’ve got right now

Did 2020 shake your financial confidence? You’re not alone.

Strategies for smarter gift-giving

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

Review and refine your buy-sell agreement

A professional buy-sell agreement review with customized recommendations.

View all articles
Videos

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos