Legacy Wealth Management

06/02/2026

Quarterly staff outings are one of our favorite new traditions!

Last Thursday, our team headed to Marikka's Restaurant & Bier Stube for some delicious German food, plenty of laughs, and a little friendly competition on the dart boards. 🎯
From great conversations to great aim (for some of us 😉), it was the perfect way to spend time together outside the office.

We're grateful for a team that works hard, supports one another, and knows how to have fun along the way. Looking forward to our next adventure!

Where should we go next quarter?

05/27/2026

Retirement planning looks different for everyone, but a few principles tend to hold across the board. Knowing when to draw Social Security, how to sequence withdrawals across taxable and tax-deferred accounts, and how to plan for healthcare costs can make a meaningful difference in how far your savings go. Starting these conversations early and revisiting them as life changes allow for adjustments before they become urgent decisions. At Legacy Wealth Management in Lexington, we help individuals and families build retirement plans built around their specific goals.

05/26/2026

It has been awhile since we updated our team picture.
What better way to celebrate that we have regained access to our Instagram account! Be on the look out for new updates to "The Gram!"

05/25/2026

Retirement should be a time of clarity, not financial uncertainty. At Legacy Wealth Management, we serve as a trusted partner for retirees navigating the complexities of income distribution, withdrawal sequencing, RMDs, Medicare, and estate planning. Our goal is to help you move through each stage of retirement with confidence, knowing your plan is structured to support the lifestyle and legacy you have worked hard to build. Learn more about how we work with retirees:

Financial planning services for retirees in Lexington, KY, providing retirement income strategies, tax planning & estate planning guidance.

05/21/2026

Unexpected money raises unexpected questions. Whether you've inherited assets, received a settlement, or sold a business, the decisions you make in the first few months can make a big impact. Here's the framework our advisors use to help clients navigate sudden wealth with clarity, not pressure. https://www.legacywealthky.com/financial-planning-for-sudden-wealth/

Sudden wealth comes with real decisions. Learn how to protect an inheritance or settlement, limit your tax exposure, and start planning with confidence.

05/20/2026

Filing your return is one thing. Using what you learned from it is another. Tax season often surfaces questions about whether your financial plan is working as efficiently as it should: Are you in the right accounts? Are your distributions structured to minimize your tax burden? Is your estate plan current? At Legacy Wealth Management, we help clients turn those post-filing questions into a proactive plan for the year ahead.

05/18/2026

Choosing where you live in retirement is one of the most significant decisions you will make. Continuing care retirement communities (CCRCs) offer a continuum of care from independent living to skilled nursing within a single community. Still, they also carry substantial financial commitments that require careful evaluation. Entrance fees, monthly costs, and contract structures all intersect with your retirement income and estate plan. We recently published a guide walking through what to consider before making this decision. Read more:

Considering a continuing care retirement community? Learn how CCRCs work, what they cost, and how they fit into a broader retirement planning strategy.

05/13/2026

Retirement planning is about more than accumulating savings. It is about creating a strategy for lasting income, protecting what you have built, and living the retirement you envisioned. At Legacy Wealth Management in Lexington, we work with you to build a coordinated plan covering income, investments, taxes, and estate planning. Learn how we help clients move into retirement with confidence and clarity.

Professional retirement planning services in Lexington, Kentucky including income strategies, RMD planning, Medicare & Social Security advice.

05/13/2026

Todays is a very special day at Legacy Wealth Management!
The incredibly talented and hardworking Brianna Hines joined our team 4 years ago today! She is the one who seamlessly handles our client's needs and account transactions, and she always ensures things run smoothly for our advisors. She is ready and willing to jump in when someone needs an extra hand and we are so honored to have her on our team. Our office could not run without her! Cheers to 4 Years!

05/12/2026

Meet Stevie Hightman, our Director of Business Management. With over 23 years of professional experience spanning finance, real estate, education, and technology, Stevie plays a central role in keeping the Legacy Wealth team organized, responsive, and focused on delivering a strong client experience. Outside the office, she volunteers actively in her community, enjoys kayaking and camping, and is a dedicated mom of two. We are proud to have her on the team. Learn more about Stevie and the rest of the Legacy Wealth team: https://www.legacywealthky.com/team/stevie-hightman/