New Budget Creates A Social Security & Medicare Gotcha!

PLEASE NOTE: The purpose of this Update is to provide notification that recent proposed legislation, which was passed by both Houses of Congress, could significantly impact Social Security and Medicare.  When the legislation is signed into law, we will offer our assessment and how it may affect your retirement planning. Usually, legislative changes are a […]

Legacy Advisors Retirement Income Quiz

When to Apply for Social Security Benefits

With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.   One of the most important decisions a retiree faces is when to apply for Social Security benefits. This is not a decision to be […]

The Aged of Aquarius: Social Security & Medicare for Hippies

Can you believe that the oldest baby boomers of the Woodstock Generation, will turn 66 this year?  And many are simply unprepared for the purple haze of retirement.   When you’re 66, you can claim full Social Security benefits; and at 65 most seniors will file for Medicare.  Many advisors presume their clients “look into” Social […]

Important Year-End Tax Reminder

As the holidays approach, we are all looking forward to visits with family and friends, shopping, home cooked meals, and tax planning. What?? Yes, tax planning. While taxes are not due until April, now is the time to make moves that will help you reduce your taxes.  To help with this Legacy Advisors has its […]