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Legacy Wealth Management

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Legacy Wealth Management

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3 Financial Planners with 30 years of combined experience in the financial services industry We look forward to partnering with you for many years to come.

As one of the largest Independent Financial Services Firms in Grand Junction, our advisors have been offering wealth management and financial planning solutions to the Western Slope of Colorado since 1986. This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management, LLC and Cambridge are not affiliated. Cambridge does not offer tax advice. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

10/27/2026

When Bond Yields Rise: Why Falling Prices Are Not the Whole Story

Bond yields have been getting a lot of attention in the financial headlines lately, and for good reason. The 10-year Treasury yield has risen substantially, and the Federal Reserve recently raised its benchmark rate for the first time since 2023. With so much commentary focused on what higher yields may mean for markets and portfolios, I wanted to explain what the headlines are actually talking about - and, just as importantly, how investors should respond....

Bond yields have been getting a lot of attention in the financial headlines lately, and for good reason. The 10-year Treasury yield has risen substantially, and the Federal Reserve recently raised its benchmark rate for the first time since 2023. With so much commentary focused on what higher yields...

10/16/2026

Fall Newsletter 2026

In this newsletter, Dan challenges us to look beyond the balance sheet to discover why the true purpose of wealth is to support what matters most rather than becoming what matters most. Jeff looks back at the market cycle of 2018 to uncover valuable lessons on navigating today's economic uncertainty with patience and discipline. (click image below to read)...

In this newsletter, Dan challenges us to look beyond the balance sheet to discover why the true purpose of wealth is to support what matters most rather than becoming what matters most. Jeff looks back at the market cycle of 2018 to uncover valuable lessons on navigating today's economic

10/06/2026

What Happens if the Market Drops After You Retire?

You have saved carefully, picked a retirement date, and started imagining weekdays that no longer require an alarm clock. Then the market drops. A market crash after retirement can feel especially unsettling because your paycheck has stopped and withdrawals may be starting. The good news is that a downturn does not automatically ruin retirement. The bigger issue is whether your plan requires you to sell investments at depressed prices to pay the bills....

You have saved carefully, picked a retirement date, and started imagining weekdays that no longer require an alarm clock. Then the market drops. A market crash after retirement can feel especially unsettling because your paycheck has stopped and withdrawals may be starting. The good news is that a d...

09/29/2026

Making a Thoughtful Decision About When to Take Social Security

As you get closer to retirement, the decision of when to take Social Security can feel bigger than it looks on paper. It is not just about picking an age and turning on a benefit. It is about making a thoughtful choice that fits your income needs, tax picture, spouse or survivor considerations, and the kind of retirement you are trying to build....

As you get closer to retirement, the decision of when to take Social Security can feel bigger than it looks on paper. It is not just about picking an age and turning on a benefit. It is about making a thoughtful choice that fits your income needs, tax picture, spouse or survivor considerations, and....

09/22/2026

Who Is Really Buying the Pizza? Understanding Circular Funding in AI

Imagine you own a shopping mall. A new pizza restaurant wants to open, but it does not have enough money. You invest $500,000 in the restaurant. The pizza shop then uses much of that money to pay rent to you, advertise inside your mall, and buy services from other businesses you own. Everything is real. The restaurant has a real kitchen....

Imagine you own a shopping mall. A new pizza restaurant wants to open, but it does not have enough money. You invest $500,000 in the restaurant. The pizza shop then uses much of that money to pay rent to you, advertise inside your mall, and buy services from other businesses you own. Everything is r...

09/15/2026

How Aggressive Should My Investments Be Right Now?

When the stock market keeps setting new records, investors tend to ask two very reasonable questions. First: “Should I be more aggressive so I do not miss out?” Second: “Should I be more conservative because surely this cannot keep going forever?” Both questions make sense. Strong markets can create confidence, but they can also create anxiety. Nobody wants to be the person who gets too cautious too early....

When the stock market keeps setting new records, investors tend to ask two very reasonable questions. First: “Should I be more aggressive so I do not miss out?” Second: “Should I be more conservative because surely this cannot keep going forever?” Both questions make sense. Strong markets ca...

09/01/2026

How to Make Smart Financial Decisions Without Overthinking Every Little Detail

If you are a high-income earner, there is a decent chance your financial life has become more complicated than you expected. On paper, things may look good. Strong income. Growing investments. Maybe equity compensation, bonuses, multiple accounts, a mortgage, kids, charitable giving, and a tax return that looks like it was assembled by NASA. And yet, instead of feeling confident, you may feel stuck asking, “Am I doing this right?” Should you sell vested RSUs?...

If you are a high-income earner, there is a decent chance your financial life has become more complicated than you expected. On paper, things may look good. Strong income. Growing investments. Maybe equity compensation, bonuses, multiple accounts, a mortgage, kids, charitable giving, and a tax retur...

08/25/2026

Am I Paying Too Much Tax in Retirement?

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you can avoid them entirely. The better question is whether your retirement income is being coordinated in a way that helps reduce surprises, preserve flexibility, and support the life you are trying to live. Good retirement tax planning starts with understanding that not all income is taxed the same way....

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you can avoid them entirely. The better question is whether your retirement income is being coordinated in a way that helps reduce surprises, preserve fle...

08/19/2026

Planning for Income After Selling a Business

For many business owners, selling or transitioning a business is about far more than getting a good number on paper. It is about stewarding what you have built over many years of risk, sacrifice, payroll stress, client relationships, and the occasional piece of office equipment that clearly has unresolved anger issues. The real goal is not simply to exit well, it is to turn business value into income, generosity, and peace of mind for the next season of life....

For many business owners, selling or transitioning a business is about far more than getting a good number on paper. It is about stewarding what you have built over many years of risk, sacrifice, payroll stress, client relationships, and the occasional piece of office equipment that clearly has unre...

08/04/2026

How Do I Turn My Investments Into Retirement Income?

For most of your working life, income is fairly simple: you work, a paycheck appears, and the bank account breathes a small sigh of relief. Retirement changes that. Suddenly, instead of one employer sending money every couple of weeks, your “paycheck” may need to come from Social Security, IRAs, 401(k)s, brokerage accounts, cash reserves, pensions, or other sources. Congratulations—you have been promoted to payroll department....

For most of your working life, income is fairly simple: you work, a paycheck appears, and the bank account breathes a small sigh of relief. Retirement changes that. Suddenly, instead of one employer sending money every couple of weeks, your “paycheck” may need to come from Social Security, IRAs,...

Address

372 Ridges Boulevard
Grand Junction, CO
81507

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 2:30pm

Telephone

+19702415143

Website

http://www.legacywealthgj.com/

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