Check out our top blog posts from September 2023! Click the links below to read any of the articles you may have missed:
As healthcare costs rise, it becomes crucial for individuals and families to understand the various financial tools available to them. One such tool is the Health Savings Account (HSA).
Click here to read the full article.
Choosing The Right Financial Advisor
The expertise and wisdom of a financial advisor can be invaluable during these uncertain times. But the burning question remains: How do you select the right one?
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Navigating Estate Planning In Second Marriages
As individuals venture into the realm of second marriages, they often confront a myriad of concerns, the foremost being estate planning.
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Understanding Investment Professionals
Whether you are exploring new investment avenues or seeking advice for long-term planning, understanding the roles of different financial professionals can be crucial.
Click here to read the full article.
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.