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Stocks, Bonds, and Real Estate prices are near all-time highs, while the economy appears fragile and is relying on Federal support. How do I best
By Frank Legan It’s been just over a year since our world was first rocked by the COVID-19 pandemic, and while it may seem like
By Frank Legan The last year and a half has been packed with volatility—a global pandemic will do that! During times like these (and even
By Frank Legan Financial planning isn’t a cut-and-dried process to figure out a retirement date or calculate how much you need to save. Your life
By Frank Legan I would like to share a tool that we have developed in response to client feedback about their planning experiences. Time after
By Frank Legan The purpose of having a financial plan is so that you can have clarity and confidence about your bigger future, even when
By Frank Legan and Michael DeJohn When you first get that spark of an idea to start a business or create a service or product,
By Frank Legan Chuck Norris once said, “Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes,
By Frank Legan If we were to fast forward to the year 2024, what would need to happen between now and then for you to
By Frank Legan With 2020 finally behind us and 2021 underway, we’re still feeling the daily effects of the coronavirus pandemic and its far-reaching implications.
We held a webinar on Thursday, Dec. 10th about the post-election/year-end market dynamics. I was joined by Gary Miller, CFA and Founding Principal of Frontier
By Frank Legan When you seek out a professional to help you with your finances, you want someone who helps you find clarity, not more
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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