Money | Legacy Retirement Advisors

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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Learn a little about worldwide currency in this fun infographic

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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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The true cost of raising a child may be far more than you expect.

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Weigh the pros and cons of leasing versus buying a vehicle based on your driving habits, financial goals, and the car market.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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Five strategies for managing your student debt.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Videos

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos