Legacy Capital Planners

Today's decisions could shape tomorrow's care. Are you prepared? 🗓️ April 16 is National Healthcare Decisions Day, part of an awareness campaign that started in 2008 and aims to remind us to establish our medical preferences before emergencies hit. So this #NHDD, make a point of having these conversations with loved ones: 👨👩👦👦 🔹 What treatment options align with your values when the going gets tough? 💪 🔹 Do you want to go full speed ahead on interventions or slow things down? 🚦 🔹 Who understands your wishes and can stand in if you’re unable? 🤝 We all should consider having advance directives in place. They can play a critical role in your overall financial strategy but are often overlooked. 👥 #NHDD #AdvanceCarePreparation

🗓️Filing your taxes isn't just about settling up with Uncle Sam. It's also an opportunity to review your financial strategy and make adjustments based on new developments in your life and any changes or additions to your goals. Take time now to reflect. 🤔 - Did you have any major life shifts in 2023—a marriage, baby, new job? You may want to consider updating your beneficiaries. 👰👶👔 - Have you received a bonus or inheritance? One idea might be to direct a portion toward shoring up retirement investments. - If you have children and haven’t developed a college strategy, now may be a good time to explore various approaches. 🎓 - Are you reaching a new stage of life? Recalibrate budgets and timelines for new priorities. 🏡🏢 One thing is clear: Tax management can play a role when creating a financial strategy. Message us if you’d like to review your approach in light of any of these suggestions. 💪 #TaxDay #FinancialStrategy #TaxManagement

A #specialneeds #trust can help care for a special needs child, even after you’re gone.

According to the ERBI, Social Security is the main source of income for 67% of retired people. 🤯 This #NationalSocialSecurityMonth, let’s help boost your retirement IQ! 💪 Whether you're starting out 👔 or almost retired 🏖️, get empowered by: 🔹Opening your "mySocialSecurity" account for estimates and history: https://lnkd.in/gU_4vbFm 🔹Social Security FAQs and resources: https://lnkd.in/gbrhAq5J 🔹Online calculators: https://lnkd.in/gwGNzPZN There’s a lot to think about—when to start taking Social Security, spousal benefits, disability benefits, etc. These resources are designed to help you so that when the time comes, you can claim retirement benefits fearlessly and be informed! 💡 #NationalSocialSecurityMonth #SocialSecurityOnline

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

Happy National Siblings Day! 👨👩👧👦💙 April 10 is when we celebrate those special bonds between the siblings who have shaped us. 👭👬 No one knows us like our siblings do. 👨👦They’re the ones we love, no matter how much they annoyed us growing up. 😅 We’re also lucky enough to have met people over the years who have become like our brothers and sisters. 🤝 Regardless of how your siblings came into your life, take time today to celebrate 🥳 those who helped us grow 🌳, learn 🎓, and become better versions of ourselves. 🤗 Shout out to your siblings! #NationalSiblingsDay #FamilyBonds

There are benefits and limitations when using a living trust. #LivingTrust

Just entering retirement? Here's what you need to know.

April is National Financial Literacy Month 📚, a perfect time to focus on the importance of financial education. Whether you're a parent, grandparent, or guardian, teaching the younger generation about managing money can have a profound impact on their future financial decisions. Everyone can benefit, from toddlers to teenagers to adults. Financial literacy is a lifelong journey. Share tips and ideas in the comments! #FinancialLiteracyMonth #MoneyManagement

Even low inflation rates can pose a threat to investment returns. #inflation #investment