2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as the sustainability of last year’s market rally. Only three months later, those concerns have given way to a calmer environment … [Read more]
Legacy Financial Strategies is a fee-only Financial Planning & Investment Management firm located in Leawood, Kansas serving the greater Kansas City area and clients across the country. For over 20 years, we've been assembling one of the most capable teams in the business. Our experts are true fiduciaries—never selling products, never receiving commissions, and always acting in your best interest. Nothing makes us prouder than seeing the lasting impact sound planning can have on you and your family. We'd love to hear your story and learn more about what you're trying to accomplish for your family, your business, or yourself.
We've built our website as a resource to our clients and those in search of answers. Retirement accounts, tax rules, investment vehicles, and employer benefits can be overwhelming without a place to go for answers. Throughout our website, you'll find relevant information about retirement planning strategies, investment techniques, and some of the more complex topics you may or may not choose to use yourself. Whether you choose to hire a partner or go it alone, we're glad you've found us and hope the videos, blog posts, and other resources we've provided can point you in the right direction.
There Are Three Levels of Investment Management: Which One is Right for You?
If you've been diligent, fortunate, or simply good at managing your finances, chances are you've accumulated a tidy sum over the years. Whether it's through hard work, a healthy income, or a stroke of luck, a surplus of funds can … [Read more]
Posted by Mike Wren
IRMAA – Who is She and Why is She Raising My Medicare Premiums?
As Americans, many of us work our entire careers, paying taxes as we go, giving little thought to the payback we may or may not receive from our payroll deductions and year-end "settle-ups". Nobody likes paying, but we know, or at least hope, that … [Read more]
Posted by Mike Wren
Legacy Rings in 2024 by Welcoming Two New Talented Team Members
It’s hard to recall another year in Legacy’s 23-year history that promised as much excitement as 2024. This summer, we’ll transition to a brand-new office space that will accommodate our recent growth and offer additional meeting space, comfort, and … [Read more]
Posted by Mike Wren
Market Commentary January 2024
I recently reviewed my commentary from one year ago which summarized the 2022 investing year. Interestingly, I closed with a suggestion to savers. I encouraged readers to take advantage of low stock prices that would “not be on sale forever”. Today, … [Read more]
Posted by Chris Proctor
Market Commentary October 2023
I began last quarter’s commentary with the observation that stocks seemingly threw a party in the 2nd quarter, and most of the first half of 2023 for that matter. In the 3rd quarter, markets looked more hung-over as market indices stumbled and … [Read more]
Posted by Chris Proctor
Why Budgets Don’t Work (And What to Do Instead)
"You should make a budget." The B-word itself is enough to make most of us squirm in our chairs. After two decades of helping individuals and families get a grasp on their spending, I've concluded that traditional "budgeting" simply doesn't work for … [Read more]
Posted by Mike Wren
Choosing the Right Life Insurance for Your Family
Planning for the financial security of your loved ones after you’re gone is a crucial yet often neglected aspect of financial planning. Imagining our loved ones without us can be overwhelming, and considering the possibility of an untimely death is … [Read more]
Posted by Michelle Pace
Market Commentary July 2023
Stock Market Throws a Party in the Second Quarter—98% of Companies Don’t Show Up The S&P 500 hit its most recent low point on October 12, 2022, when the index touched 3,577. On June 30, 2023, the index closed at 4,450, marking a 24.4% increase. … [Read more]
Posted by Chris Proctor
Six Important Questions to Ask Before Hiring a Divorce Attorney
Divorce can be a complex and challenging process, and it's important to find an attorney who can provide you with high-quality legal representation and help you navigate the legal system. Here are some questions you can ask to determine if an … [Read more]
Posted by Mike Wren
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