As we witnessed the close of 2023, the stock market’s robust growth led to a significant increase in the value of many retirement accounts. This upward trend, though beneficial, brings complex financial planning considerations, especially for retirees facing Required Minimum
On February 18, 2024, Legacy Private Trust Company proudly marks its 20th anniversary as a beacon of innovation in private wealth and asset management. Two decades ago, founders Michael Mahlik and Joseph McGrane envisioned a new paradigm in this industry,
In October of last year, the world bid farewell to Charles “Chuck” Feeney at the age of 92, a philanthropic pioneer whose legacy of generosity has left an indelible mark on the world. Before the inception of The Giving Pledge
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
As Generation X, often called the “forgotten generation,” approaches the retirement threshold, they face distinct challenges and uncertainties. Born between 1965 and 1980, Gen Xers are on the brink of retirement, but many find themselves unprepared and financially uncertain as
2023 ended on a high note, with the economy showing no quit, punctuated by sharp rallies in the stock and bond markets, tangible evidence that the economy is on a steady disinflationary growth path, and strong indications that the Fed
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
As the tax season approaches, it’s important for individuals and businesses alike to stay informed about the distribution deadlines for various tax forms. While many are accustomed to expecting all their tax documents by the end of January, it’s crucial
Understanding Required Minimum Distributions (RMDs) is crucial for any individual with a traditional Individual Retirement Account (IRA). It’s not just about compliance but also about optimizing your financial planning and ensuring a smooth transfer of assets. In this guide, we’ll
©2024 Legacy Private Trust Company. All Rights Reserved.
