Legacy Stone Family Wealth

10/29/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/28/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

10/27/2026

We traded the office for the dance floor to celebrate a very special occasion! 💍❤️ Congratulations, Leslie and Nick!!

We’re so excited for this new chapter and wish you both a lifetime of happiness, love and unforgettable memories!

10/26/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial wellbeing.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

10/23/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

10/22/2026

Money is one of the most common stress points for couples. Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

10/21/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

10/19/2026

Clients: Thank you for all of your feedback and support! We are excited to share that our current client satisfaction rating is 5.0 out of 5. If there’s someone in your life that could benefit from our services, feel free to send them our contact information. Please review important information about our score on our website.

Legacy Stone Family Wealth is an Ameriprise private wealth advisory practice in Arlington TX. Get the personal financial advice you need.