Check out our top blog posts from March 2023! Click the links below to read any of the articles you may have missed:
Embracing Investment Risks: Finding Balance and Managing Your Portfolio for Success
Individuals who avoid risk often view cash investments, such as money market funds and CDs, as worry-free and “safe” options. In today’s volatile markets and amidst recession fears, these investments might be the right choice for some. However, even low inflation can erode the purchasing power of your money. To make progress, your investment needs to outpace inflation.
Click here to read the full article.
Keeping the Right Records: A Guide to Post-Tax Filing Document Retention
You’ve just finished filing a tax return. With a sense of relief, you set aside a copy of your return and your supporting documents. But what do you do with them then?
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Retire With Confidence: A Comprehensive Retirement Planning Checklist for Women
It’s a bit ironic because, on average, a female retiring at age 55 can expect to live another 27 years, four years longer than a male retiring at the same age, and, therefore, needs to save more to cover those extra years.
Click here to read the full article.

Understanding the Vocabulary of Wills: Key Terms You Need to Know for Estate Planning
Many professions and disciplines have their own vocabulary. As an example, think about the terminology used in medicine and law. Often this vocabulary defines complex ideas, yet just as often, “terms of art” can be defined with relative ease to a layperson.
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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.