Legacy Wealth Advisors

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/26/2026

Ever heard of a Roth 401(k)? Would one be right for you?

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Retirement gets closer—and the focus starts to change. Preserving what you’ve built and maintaining purchasing power can make a meaningful difference as you look ahead to the next chapter.

10/23/2026

We work with Horizon Blue Cross Blue Shield of New Jersey employees whose spouses may retire at a different time. One paycheck ending before the other can change how the household uses benefits, savings and investment withdrawals.

Compare the period with one person still working against the years when both are retired. Review expected spending, available healthcare coverage and the timing of workplace benefits using current official documents. This can help identify which decisions need attention first.

Legacy Wealth Advisors helps put both retirement timelines into one household plan.

Learn more about retirement planning for Horizon BCBSNJ employees.
https://www.lwanj.net/financial-retiring-from-horizon-blue-cross-blue-shield-of-new-jersey-401k-rollover?utm_source=google&utm_medium=organic&utm_campaign=gbp_posts&utm_content=horizon-spouses-retirement-timing

Legacy Wealth Advisors is independent and is not affiliated with or endorsed by Horizon Blue Cross Blue Shield of New Jersey.

10/21/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

10/20/2026

We help Atlantic Health System employees compare 403(b) choices before moving retirement savings. Keeping eligible assets in the plan and completing an IRA rollover can involve different costs, investment options, services and withdrawal rules.

Start with the current plan documents and a clear explanation of any proposed account's fees. Review available options, creditor protections and access to funds in the context of your retirement needs. A rollover is not automatically the best choice.

Legacy Wealth Advisors provides an independent perspective on that comparison.

Learn more about retirement planning for Atlantic Health System employees.
https://www.lwanj.net/financial-retiring-from-atlantic-health-system-403b-rollover?utm_source=google&utm_medium=organic&utm_campaign=gbp_posts&utm_content=atlantic-health-403b-option-comparison

Legacy Wealth Advisors is independent and is not affiliated with or endorsed by Atlantic Health System.

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/19/2026

Sandwiched between caring for kids and parents? Use this as an opportunity to learn from one generation and teach the next.

Are you part of the