Legacy Financial Strategies, LLC

06/15/2026

Your insurance shouldn’t be a “set it and forget it” decision.

Life changes, markets shift, and your insurance needs may evolve over time. Knowing when to shop around can help ensure you’re still getting the right coverage at the right value.

Our latest blog by Michelle Green, CFP®, CDFA® explores key signs it may be time to review your policies and what to consider before making a change.

Read more:

Insurance is one part of a broader financial plan. The goal is not to have the cheapest policy or the most coverage possible, but to make sure your protection aligns with your financial situation and the risks you’re comfortable taking.

06/03/2026

A big thank you to everyone who joined us for our Donate & Recycle Event on Saturday!

We had a wonderful turnout and loved helping our clients safely shred documents, recycle unwanted items, and donate to a great cause.

These events are more than checking things off the to-do list, they’re a chance for us to connect, give back, and spend time outside of the office.

Thank you for taking time out of your weekend to stop by. We always enjoy seeing you and appreciate being part of such a wonderful community!

05/25/2026

Today, we pause to honor and remember those who made the ultimate sacrifice for our country.

Their courage and sacrifice will never be forgotten. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and remembrance.

05/10/2026

Happy Mother’s Day to the women who lead with strength, compassion, patience, and love every single day.

Today, we celebrate the incredible moms, grandmothers, mentors, and caregivers who make a lasting impact on the lives around them. 💙

05/05/2026

Great afternoon with our CPA partners at Legacy.

Thank you to Sandra Wiley for leading an engaging and insightful session. Her perspective sparked some great discussion in the room.

We always value the opportunity to collaborate, share ideas, and strengthen partnerships to better serve our clients. Thank you to everyone who joined us!

04/30/2026

Self-employed? You may be able to save more for retirement than you think. 📈

The Solo 401(k) offers a level of flexibility and contribution potential that many business owners overlook — especially compared to a SEP IRA.

Legacy’s Bryce Coy, CFP® breaks it down here →

The question worth asking is not whether the Solo 401(k) is complicated. It is whether the combination of higher effective limits at moderate incomes, catch-up contributions, and a Roth option makes it a better fit for where you are now and where you are headed.

04/20/2026

Kansas City + the Augusta Rule = a lot of buzz right now.

But is it actually a legit opportunity… or getting overhyped?

We break down:

✔️ How the 14-day rule really works

✔️ Who it actually benefits

✔️ Where people can get into trouble

Worth a read if you’ve heard about it lately 👇

Kansas City homeowners may see short-term rental demand surge during the 2026 World Cup. Learn how the “Augusta Rule” works, key tax considerations, and what to evaluate before renting out your home.

04/06/2026

The first quarter of 2026 was anything but predictable.

From geopolitical shocks to market volatility, investors had plenty to digest. In his latest commentary, Chris Proctor, CIMA® breaks down what happened, what history tells us, and why staying disciplined still wins over time.

Read the full commentary 👉

The first quarter of 2026 was not the start anyone predicted. A Supreme Court ruling that upended trade policy. A new conflict that sent oil above $110 per barrel. A Federal Reserve caught between sticky inflation and a softening labor market.

03/25/2026

Your 30s matter more than you think.

In our latest blog, Andrew D. Rogers, CFP®, CBVS, outlines how to think about financial planning during this pivotal decade, with practical steps you can use.

👉 Read it here: https://tinyurl.com/ajme2vue

Not sure if you’re on track? Let’s talk!

Your 30s are a decade of momentum. The financial decisions made during this time often shape the trajectory for the decades ahead.

02/20/2026

New on the blog - Net Unrealized Appreciation (NUA): A Powerful but Often Misunderstood Tax Strategy. 💡

A big thank you to our own Jacob Watts, CFP®, CRPC®, APMA® for breaking down how NUA works, who it may benefit, and what to consider before making a move. Understanding the details can make a meaningful difference when planning around employer stock in retirement.

👉 Read it here: https://tinyurl.com/y8pnkyhr

Wondering whether NUA could play a role in your retirement strategy? Let’s start the conversation.

For individuals with highly appreciated company stock, there is an alternative strategy that can significantly reduce lifetime taxes if handled correctly: Net Unrealized Appreciation, commonly referred to as NUA.