Creating a financial plan to help you meet your legacy goals isn’t about implementing one or two specific strategies, but instead is about looking at all your financial decisions through the lens of those legacy goals, and that includes the construction of your...
Financial legacy goals require building up your wealth surplus, which is the amount of wealth over and above the amount needed for retirement spending. If you’ve reached a point of maxing out retirement savings vehicles like 401ks and IRAs and you still have...
If you have financial legacy goals, you’ll want to consider how taxes affect the impact of that legacy, because every dollar you pay in taxes is one less dollar that can be used for legacy giving to support the people and causes you care about. One of the most...
