Legacy Financial Event Calendar |
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You're invited!
12th Annual Client Appreciation
Day at the Races
Churchill Downs Turf Club
Thursday, June 20
5:00 p.m.
Wear your favorite hat or fascinator for the
Hat Competition (optional)
First prize - a $100 gift card to Jeff Ruby's
Second prize - a Legacy Financial goodie basket
We will proudly sponsor the 5th race of the evening,
the Legacy Financial Classic.
You may also RSVP at (502) 873-0521
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INFLATION
What we know: Oil prices have risen nearly 30% from December 2023 lows.
What we think: Higher oil prices will make it more difficult to bring inflation down, causing the Fed to keep interest rates higher for longer.
ECONOMY-GDP
What we know: Fourth-quarter 2023 GDP came in at a stronger-than-expected 3.4%.
What we think: The growth in the economy appears to have not been significantly slowed by last year's rise in interest rates.
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Getting to Your Financial Finish Line |
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"Congratulations, you've crossed the finish line!"
One thing we love to tell clients is, "Congratulations, you've crossed the finish line!" This could mean stepping into retirement, learning to spend savings with confidence, selling a business, buying a home of your dreams, or gifting estate assets.
Click here to read the report "To Spend or Not to Spend?" by BlackRock, a compelling look at the psychology of how retirees approach spending their retirement assets.
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Planning with a proven process gets you to the finish line
Using our Clear Path Process™, we have helped hundreds of clients reach their financial goals. To read 101 ways Financial Advisors add value beyond portfolio management, i.e., financial planning, click here.
Click here to read about the benefits of working with a CFP®.
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Reminder: Send us a copy of your tax returns
We ask every client to send us a copy of the first two pages of your tax returns so we can work closely with you and your tax professional to implement an efficient tax strategy.
- To learn how we incorporate your tax information into your financial plan, and help you keep more of what you earn, click here.
- To learn how we manage your investment and income sources to avoid triggering a higher tax bracket, click here.
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The Vault—a perfect repository for tax documents
What better place to store important tax documents than in the Vault, within your Client Access account.
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You may be prompted to update your Client Access mobile app
To ensure you have access to the latest security measures and other enhancements, you may be* prompted to update to the latest version (version 4.10) of the Client Access mobile app.
Updating your app is easy. When you try to open the app, a pop-up button will prompt you to upgrade through the App Store (for iPhones) or Google Play Store (for Androids). Once you upgrade to the latest version, you can continue using Client Access with the same login information.
*If you haven’t updated to the version released in March 2023, you will be prompted to upgrade upon opening the app.
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Providing peace of mind for your financial future
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This material is confidential and has been prepared solely for the information of the intended recipient and may not be reproduced, distributed, or used for any other purpose or shared with anyone in any form or format. This has been prepared for you by Legacy Financial Independent Advisors, LLC (“Legacy”), an SEC registered investment advisor. The report contains information from third parties that Legacy believes to be accurate but has not independently verified, and the views expressed by these third parties do not necessarily reflect those of Legacy. Reference to registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services described on the report or that the Firm has attained a level of skill or training. The targets herein reflect analysis regarding potential outcomes, are presented solely for informational purposes and are not guarantees of future performance. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Before investing, consider your investment objectives and Legacy charges and expenses. Legacy advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this presentation constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Legacy is not registered. ADV Part 2. Form CRS.
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