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  • Toy Story and Retirement Planning
    2026/07/16

    Toy Story 5 is in theaters now, but let's look back at the original Toy Story (which came out more than 30 years ago). What can this Pixar classic teach us about retirement?

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Easy Ways to Ruin Retirement
    2026/07/09

    Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing…

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Fireworks and Financial Planning
    2026/07/02

    Obviously, this year's 4th of July carries a little extra weight as we celebrate 250 years of American independence. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're exploring today, and the comparisons might surprise you…

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    55 分
  • Financial Planning at the Movies
    2026/06/25

    Let's take some famous movie quotes and put them into a financial context.

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Risk Tolerance and The Weather
    2026/06/18

    Some people love a thunderstorm- others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of the weather.

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Building Your Financial House
    2026/06/11

    For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home…

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Risk Management Across the Ages
    2026/06/04

    Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations…

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分
  • Common Mistakes
    2026/05/28

    Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…

    Contact Information:

    Website: https://legacyrootswm.com/

    Phone: 888-823-7526

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    56 分