What kind of financial planning lessons can we learn from Star Wars?

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It's election season, so let's discuss Logan's campaign talking points if he were running to be America's retirement planner…

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Website: https://legacyrootswm.com/

Phone: 888-823-7526

Most people don't realize how many different types of risk they face in their financial planning. Let's break down a few of these risks and how to address them…

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Website: https://legacyrootswm.com/

Phone: 888-823-7526

Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure and come with some headaches. It can involve paperwork, financial accounts, taxes, property, creditors, family dynamics, and months (or even years) of work. Let's talk through how to handle this role well…

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Website: https://legacyrootswm.com/

Phone: 888-823-7526

Let's address some of the frequently asked questions that people have about IRAs…

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Phone: 888-823-7526

Sometimes people will justify a purchase by calling it an "investment," even though the purchase doesn't really qualify as an investment. Let's see what purchases Logan considers an investment, and which ones he doesn't.

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Website: https://legacyrootswm.com/

Phone: 888-823-7526

As the school supplies in the stores remind us of kids going back to school, let's talk about college and the different ways of saving for it…

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Website: https://legacyrootswm.com/

Phone: 888-823-7526

Not everyone needs a financial advisor. Other people desperately need a financial advisor. But not everyone necessarily understands which bucket they fall into...

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Website: https://legacyrootswm.com/

Phone: 888-823-7526