Jeff Funderburk, Author at Legacy Wealth Management

About Jeff Funderburk

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So far Jeff Funderburk has created 2 blog entries.

How Aggressive Should My Investments Be Right Now?

How Aggressive Should My Investments Be Right Now?

When the stock market keeps setting new records, investors tend to ask two very reasonable questions. First: “Should I be more aggressive so I do

By Jeff Funderburk|2026-09-15T13:46:16-06:00September 15th, 2026|Categories: Articles|Tags: 2026, Asset Allocation Strategy, Financial Advice, financial advisor, financial planning, Long Term Investment Strategy, Portfolio Rebalancing, Wealth Preservation|0 Comments

Am I Paying Too Much Tax in Retirement?

Am I Paying Too Much Tax in Retirement?

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you

By Jeff Funderburk|2026-08-25T09:38:16-06:00August 25th, 2026|Categories: Articles|Tags: 2026, Capital Gains Tax, Financial Advice, financial advisor, financial planning, IRA Withdrawals, Retirement Income, Retirement Planning, Roth Conversion, Social Security Timing, Tax Planning|0 Comments

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