Beneficiary Archives | Legacy Wealth Management Blog

Summer Newsletter 2026

Summer Newsletter 2026

In this newsletter, Dan shares pearls of wisdom about escaping the financial comparison trap and finding contentment. Jeff dives into five practical, clutter-clearing steps to

By Jennifer Taylor|2026-07-01T15:17:45-06:00July 2nd, 2026|Categories: Newsletters|Tags: 2026, Beneficiary, estate planning, Fiduciary, Financial Advice, Financial Advisor Grand Junction, financial planning, investment advice, investment strategy, June, Retirement Planning|0 Comments

Spring Newsletter 2022

Spring Newsletter 2022

Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Jennifer Taylor|2026-02-26T08:33:48-07:00March 22nd, 2022|Categories: Newsletters|Tags: Beneficiary, college, COVID-19, economy, estate planning, inflation, Inheritance, Investor behavior, Stewardship|0 Comments

Fall Newsletter 2021

Fall Newsletter 2021

The Leaves are Changing Colors, the Sun is Sleeping in... It must be Fall! Every quarter, we send out a newsletter to share thoughts and

By Jennifer Taylor|2026-02-26T08:33:48-07:00September 28th, 2021|Categories: Newsletters|Tags: Beneficiary, capitalism, COVID-19, death, estate planning, financial crisis, free enterprise, legacy, lending, market performance, recession, risk, strength and resilience, technology, trading technology, youth and trading|0 Comments

Eliminate the Required Minimum Distribution (RMD)

Eliminate the Required Minimum Distribution (RMD)

If you’re over 70 ½, you have been forced to take an annual amount out of your IRA and pay income taxes on it. The

By Mike Berry|2022-11-08T09:33:11-07:00March 4th, 2020|Categories: Articles|Tags: Beneficiary, required minimum distribution, retirement, RMD|0 Comments

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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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