Estate Planning Archives | Legacy Wealth Management

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

Mini-Series Part 4 of 10: Not Seeking Competent Advice

Mini-Series Part 4 of 10: Not Seeking Competent Advice

"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work

By Mike Berry|2022-12-07T10:41:13-07:00October 27th, 2022|Categories: Articles, Series|Tags: 2022, economy, estate planning, Financial Advice, investing, Investor behavior, market performance, Market timing, market volatility, Stock Market, Top 10 Financial Mistakes Series|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

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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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