Retirement Planning Archives - Legacy Wealth Management

How Do I Turn My Investments Into Retirement Income?

How Do I Turn My Investments Into Retirement Income?

For most of your working life, income is fairly simple: you work, a paycheck appears, and the bank account breathes a small sigh of relief.

By Dan Funderburk|2026-08-04T11:06:10-06:00August 4th, 2026|Categories: Articles|Tags: 2026, 401k Distribution, Financial Advice, financial advisor, financial planning, IRA Withdrawals, Retirement Income, Retirement Planning, Social Security Timing, Tax Planning|0 Comments

Are Your Investments Actually Aligned with Your Goals – or Just “Fine”?

Are Your Investments Actually Aligned with Your Goals – or Just “Fine”?

For many high-earning professionals, the investment portfolio is not exactly broken. It may even look pretty good. There are some mutual funds, a 401(k), maybe

By Dan Funderburk|2026-07-28T08:56:30-06:00July 28th, 2026|Categories: Articles|Tags: 2026, CFP Grand Junction, Financial Advice, financial advisor, financial planning, Investment Management, investment strategy, Retirement Planning, Tax Planning|0 Comments

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

Can I Actually Retire, or Am I Just Hoping I Can?

Can I Actually Retire, or Am I Just Hoping I Can?

One of the most common questions people ask in the years leading up to retirement is, “Can I actually retire, or am I just hoping

By Dan Funderburk|2026-06-30T08:14:49-06:00June 30th, 2026|Categories: Articles|Tags: 2026, Am I Ready to Retire?, CFP Grand Junction, Financial Advice, financial advisor, financial planning, How Much Do I Need to Retire, Retire, Retirement Planning, Tax Planning|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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