Check out our top blog posts from April 2023! Click the links below to read any of the articles you may have missed:
Embracing Longevity: Expert Advice And Solutions For Life Planning
In the past, reaching 65 was traditionally considered the beginning of one’s elderly years. However, contemporary gerontology presents a different perspective. Given these new classifications, it is highly probable that individuals will experience a considerable number of years in retirement.
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What Bear Market?
The S&P 500 gained 7.5% in Q1, capping back-to-back 7%+ quarterly gains – a feat that hasn’t happened during any of the last three bear markets.
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Navigating The Financial Caregiver Journey: Best Practices For Effective Management And Support
A financial caregiver is an individual appointed to assist in managing one’s finances, particularly during times of illness or diminished capacity. Planning ahead and selecting a trustworthy individual for this role is crucial, as life circumstances can change with age.
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From One Crisis To Another
While the banking panic that rocked the financial markets in March has been defused, its aftereffects are rippling through the economy.
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If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice.