Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:


What’s in the Legacy Press:
  • The best way to get ahead in the world is through hard work, diligence, sweat and toil. Right? When looking at the habits of top-flight athletes, there were some similarities to working on your finances.
  • Sandy recently went on a two-week U.S. trip with her husband. Naturally, we had to write about it! Kristen caught up with her to ask a few questions about inspiration, tips, and details about the adventure.
  • Our advisor admitted moving from his first house was much more complicated than planned. With the addition of two boys to the family, the small house was no longer the right fit. Jason describes his thoughts, experiences, and surprises along the way of buying a new home.


Legacy Press Summer Newsletter



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