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  • Have An Inherited IRA? It May be Time to Hit the Reset Button

Have An Inherited IRA? It May be Time to Hit the Reset Button

This year brings a nice change to those people who are required to take minimum distributions from their IRA’s each year. You don’t have to

By Mike Berry|2022-11-08T09:57:34-07:00February 25th, 2022|Categories: Articles|Tags: Inherited IRA, IRA, RMD|0 Comments
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  • Home Sweet Home

Home Sweet Home

I was drinking my coffee and crunching on a bagel the other morning. Deb was deep in the morning paper when she sort of gasped

By Mike Berry|2022-03-30T13:53:05-06:00January 19th, 2022|Categories: Articles|Tags: grand junction, homes, housing market, mortgage, real estate|0 Comments
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  • Here’s Looking at You, 2022

Here’s Looking at You, 2022

It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?

By Mike Berry|2021-12-31T15:12:37-07:00December 28th, 2021|Categories: Articles|Tags: 2022, COVID-19, economy, employment, inflation, interest rates, jobs, New Year, supply and demand|0 Comments
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  • Lessons from Riley

Lessons from Riley

Almost seven years ago, Deb and I drove 7 hours to Kanab, Utah to adopt a border collie pup from the Best Friends Animal Shelter. After

By Mike Berry|2021-11-30T13:53:34-07:00October 27th, 2021|Categories: Articles|Tags: Attitude, Financial Advice, Goals, Mindset|0 Comments
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Where Are All the Workers?

I got an email the other day from our favorite pizza place here in town that they were going to start closing on Sundays because

By Mike Berry|2022-04-18T15:58:48-06:00October 20th, 2021|Categories: Articles|Tags: COVID-19, Government, unemployment|0 Comments
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  • Lunch Boxes

Lunch Boxes

On September 2, 1986, I opened the doors to what was to become Legacy Wealth Management. Me, my desk, phone and an empty four drawer

By Mike Berry|2021-11-30T13:58:25-07:00August 24th, 2021|Categories: Articles|Tags: COVID-19, Fall, market performance, market volatility|0 Comments
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  • Inflation: The Silent Thief

Inflation: The Silent Thief

Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch

By Mike Berry|2022-06-03T13:53:08-06:00July 27th, 2021|Categories: Articles|Tags: inflation, investing|0 Comments
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  • They Didn’t Change the Locks

They Didn’t Change the Locks

I recently returned from taking the most time off all at once that I have ever taken. I left on May 27 and returned on

By Mike Berry|2022-06-03T13:47:23-06:00July 20th, 2021|Categories: Articles|Tags: family, LWM Team, retirement, time away|0 Comments
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Too Much Time on My Hands

Thanks to the pandemic and winter, I have had a lot of time to think. Something that I find fun to do, even though I

By Mike Berry|2022-03-09T15:40:49-07:00June 29th, 2021|Categories: Articles|Tags: clean energy, connectivity, cybersecurity, future, investing, lithium batteries, renewable energy, solar energy|0 Comments
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High-Tech Frustration

About two months ago, my watch finally gave out and I decided that I wasn’t going to buy another one and just use my cell

By Mike Berry|2022-03-09T15:07:37-07:00June 10th, 2021|Categories: Articles|Tags: humor, technology|0 Comments
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Legacy Wealth Management

Legacy Wealth Management’s roots go back to 1986 when Mike Berry opened the door to his financial planning practice in Grand Junction, CO

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

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