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Is a 1035 Exchange of an Annuity Taxable?

Your Inheritance May Come with Flexibility! If you have inherited a non-qualified fixed or variable annuity, there are times when it may make sense to change from one company to another to better suit your needs, such as to enhance benefits or returns of the investment. The good news is that it can be done […]

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What is the Best Age to Retire?

3 Reasons to Defer Your Retirement Date You probably don’t remember, but the age of retirement, 65, used to be considered mandatory by many employers. Going back to the 1960’s, most jobs were closed to applicants over age 65! Things have changed dramatically since then. More than a quarter of the working population in New […]

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6 Steps to Make Your Money Last in Retirement

The number one financial risk you face in retirement is longevity – that is the potential to outlive your savings. The typical 65-year-old couple will have one spouse living to age 91. Your retirement income plan should allow you to live comfortably and have minimum guarantees to address longevity risk. As you approach your retirement date, […]

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Business Succession Planning in Chicago

Jean Mathieu, Vice President of Legacy, just returned from an international meeting of Financial Advisors focused on Business Legacy Planning. The group of 12 members from Australia, Canada, Panama and across the U.S. shared strategy ideas for small business owners who wish to eventually transfer their business interests. The group was part of Million Dollar […]

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Steve Mathieu for Alderman

Steve Mathieu, President of Legacy Financial Solutions, is running for Alderman of Ward 4 in Manchester. This is his second run for a seat on the City Board. Steve is investing his time and energy into the race as he sees a need for his financial and business experience in the city board. “It is essential […]

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10 Visits With Mom

By Jean Mathieu My Mother, Joan Mary Minerath, died recently, a mere 18 months after her diagnosis with ALS disease, just a day short of her 80th birthday. She was a strong, intelligent woman with a kind heart and a smile on her face for everyone she met. I was lucky to be one of […]

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Is An Elderly Parent Moving In?

Elderly parents are not always able to stay independent up until their final days. For many families consolidating households is a good option as the extended family can perhaps better manage the physical and financial needs of Mom or Dad. But before you begin this process, be sure to have “the talk” with your parents, […]

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Legacy Fitness Challenge Winner!

Congratulations to Will Esslinger, Director of Client Services at Legacy Financial. Will joined the TeamLegacy Weight Loss challenge at the beginning of the year. To date, Will has lost 100 pounds! How did he do it? “No special diet,” said Will. “I just limited the amount I put in and increased my exercise.” Will also incorporated […]

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Retirement Built for Two

Considerations for Retiring Couples Retirement for couples requires unique planning – like a tandem bike, it should be built for two! This new chapter of life requires not only planning but day-to-day maintenance once you get there. Your own retirement planning is complicated enough, but doing so at the same time as your spouse can […]

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Money Saving Tips

5 Myths of Income Protection Why do Americans forget to insure their paychecks? Because they usually believe one of these disability insurance myths: Myth #1: Social Security will cover me if I become disabled.  Reality: Social Security only pays benefits to those with total disability, which is defined very strictly. It does not cover partial […]

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We are an independent firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. If you are unable to access any of the news articles and sources through the links provided in this text, please contact us to request a copy of the desired reference.

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