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house fire
Special Interest

The Strategic Advantage of Constructing Fire-Resistant Homes

As destructive fires increasingly threaten property and lives, particularly in high-risk regions, concerns about the fire-resistant features of homes are on the rise. High net-worth individuals, who often own valuable properties in these vulnerable areas, stand to benefit significantly from

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Succession
Business Owner

Planning for Business Succession

Contractors dedicate considerable time and effort to building their businesses. Given the daily demands of running a successful company, contemplating retirement or succession can seem challenging. However, proactive planning is essential for securing financial stability, minimizing estate taxes, and ensuring

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age
Retirement Planning

Staying Physically and Financially Fit as You Age

Aging is an inevitable journey, but the quality of that journey can be greatly enhanced through mindful daily practices. Maintaining physical and mental health as we age is not solely about exercise, though that certainly plays a vital role. Experts

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Chart Check

Uneven Rise in Unemployment – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Chart Check

Yield Curve Uninverts – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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emergency fund
Financial Planning

Five Essential Steps to Establishing an Emergency Fund

An emergency fund is a beacon of financial stability in today’s unpredictable environment. Unforeseen expenses such as medical emergencies, sudden unemployment, or urgent home repairs can lead to significant financial stress. However, an emergency fund is a financial safeguard, providing

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Chart Check

Wind Overtakes Coal – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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