Financial Planning Archives | Legacy Wealth Management

Lessons from the Links

Lessons from the Links

One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with

By Mike Berry|2024-08-26T09:59:24-06:00August 26th, 2024|Categories: Articles|Tags: Financial Advice, financial advisor, financial planning, golf, Investor behavior, Mike|0 Comments

Mini Series Part 2 of 10: Adapting to Life’s Changes

Mini Series Part 2 of 10: Adapting to Life’s Changes

“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car

By Mike Berry|2022-12-07T11:08:30-07:00October 14th, 2022|Categories: Articles, Series|Tags: emergency savings, Financial Advice, financial planning, Top 10 Financial Mistakes Series|0 Comments

Check the background of our investment professionals on FINRA’s BrokerCheck here.

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, 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.

Cambridge’s Form CRS (Customer Relationship Summary).