Legacy Wealth Management Group is very proud to announce the addition of partner, Steve Melen, to our group.
One of our greatest challenges is that Americans just don’t have enough saved for retirement. Even for extremely diligent savers, a blind eye is often turned to strategies that work to get more money into their tax-free accounts. Here I talk about some strategies that can be utilized to create a sizeable pool of Roth assets in retirement.
Wealth Management has long been viewed as a tool reserved for the rich. This preconception has been amplified by minimum investment sizes, financial jargon, and self-doubt. Many that can truly benefit from a relationship with a financial advisor have denied themselves the opportunity for too long. Here I discuss when and how an advisory relationship would make sense.
I’ve been thinking a lot about what my new brand means and how I aim to help clients and investors like yourself. Financial matters are often complex, the motivations behind investment advice are often questionable, and the investment world looks much different than it did over the past 30 years. Investors have different needs, and should question those needs.