The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment.
Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.
Guiding wealth along the path of greatest good.
Guiding wealth along the path of greatest good.
Guiding wealth along the path of greatest good.
We specialize in providing financial planning advice and wealth management tailored specifically for you. While we work with a diverse clientele including foundations and sudden wealth (divorce or inheritance), our focus is with clients that are preparing for or living in retirement. Our value is in helping you develop a financial map and providing support to guide you down the path of greatest good. We are here to help you through life’s pivotal moments; planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive.
The Legacy Group, Ltd. is a Fee-Only, independent Registered Investment Advisory Firm head-quartered in Salem, Oregon serving clients throughout the Willamette Valley and Central Oregon. Our advisers are Certified Financial Planner™ professionals. Ray Sagner, CFP®, has been in practice since 1998, joined the firm in 2003 and is the current owner. Take a step towards greater financial contentment and contact us today.
Guiding wealth along the path of greatest good - we take our mission seriously. Wherever you are on your financial journey, we’re here to help.
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could severely impact families trying to maximize their legacies.
How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
