By Frank Legan Although the post-pandemic housing boom seems to be curbing a bit thanks to a rise in inventory (1), the desire for homeownership is

By Frank Legan & Michael DeJohn The sale of a business can be one of the most complicated aspects of a closely held company, especially

By Frank Legan Whether you’re a brand-new parent or an empty nester, you desire certain things for your children: resilience, success, generosity, kindness…the list goes

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 If we were to fast forward to the year 2024, what would need to happen between now and then for you to