Unified Legacy Advisors

05/29/2026

Congrats to Larry Jorgensen for being featured in the Artists' Cooperative Gallery in June.

05/28/2026

Are you retired or approaching retirement? Join Unified Legacy Advisors this June for an educational workshop designed to help you think through important retirement planning decisions with more clarity.

We’ll discuss key topics such as:

• Retirement income planning
• Tax considerations in retirement
• Social Security and Medicare planning
• Market volatility and risk management

Whether you are nearing retirement or already there, this workshop can help you better understand the financial decisions that may impact your long-term plan.

Reserve your spot here: www.unifiedlegacyadvisors.com/events

05/27/2026

Required Minimum Distributions (RMDs) can have a bigger impact on your retirement income plan than many people realize.

As we head into 2026, it’s important to understand:
• When RMDs begin
• How withdrawals affect taxes
• Ways to create a more tax-efficient income strategy

A thoughtful withdrawal plan may help retirees keep more of what they’ve worked hard to save while staying aligned with long-term goals.

Read our latest blog -> www.unifiedlegacyadvisors.com/blog

05/22/2026

05/21/2026

🎉 Happy Second ULA Anniversary, Myles! 🎉

We are excited to celebrate Myles’s second year with Unified Legacy Advisors! As an Investment Advisor Representative in our Omaha office, he is deeply committed to serving his clients and guiding them with confidence throughout their retirement planning journey. 💼✨

It’s hard to believe he’s already been part of the ULA family for a year — time truly flies when you have great teammates! We are so grateful for his dedication, care, and the positive impact he makes each day.

Thank you for all of your hard work, Myles! We’re lucky to have you on the ULA team! 🙌❤️

05/19/2026

🎉 Happy First ULA Anniversary, Robert! 🎉

We are excited to celebrate Robert’s first year with Unified Legacy Advisors! As an Associate in our Omaha office, he works behind the scenes to make sure every client meeting is prepared with care and attention to detail. His support helps our clients feel confident and well taken care of. ✨

It’s hard to believe he’s already been part of the ULA family for 1 year — time truly flies when you have teammates like him. We are incredibly grateful for his dedication, professionalism, and the impact he makes every day.

Thank you for all of your hard work, Robert! We’re lucky to have you on the ULA team! 🙌❤️

05/15/2026

Losing a loved one brings more than just emotional challenges—it can also bring financial and logistical decisions.

Our latest blog outlines a Survivor’s Checklist to help you take things one step at a time.

Read here: www.unifiedlegacyadvisors.com/blog

05/14/2026

Many retirees are surprised by how taxes can affect their retirement income. Join us for an upcoming Taxes in Retirement educational workshop where we’ll discuss:

• How Social Security may be taxed
• Tax considerations for retirement withdrawals
• Ways to think about tax planning in retirement

To register-> www.unifiedlegacyadvisors.com/events

05/13/2026

🎉 Happy Second ULA Anniversary, Lyndsie! 🎉

We are excited to celebrate Lyndsie’s second year with Unified Legacy Advisors! As the Client Service Manager in our Omaha office, whether she’s handling client rollovers, updating account information, or assisting with the countless details behind the scenes, she does it all with grace and exceptional care. ✨

It’s hard to believe she’s already been part of the ULA family for 2 years — time truly flies when you have teammates like her. We are so grateful for her dedication, professionalism, and the impact she makes every day.

Thank you for all of your hard work, Lyndsie! We’re lucky to have you on the ULA team! 🙌❤️