Legacy Wealth Planning

06/15/2026

You’ve booked the flights, planned the itinerary, and started packing—but have you thought about travel insurance?
Travel insurance can help protect your trip (and your wallet) if the unexpected happens, including:

✅ Trip cancellations or delays
✅ Medical emergencies while traveling
✅ Lost, stolen, or delayed luggage
✅ Unexpected weather or airline disruptions

While it’s not necessary for every trip, travel insurance is often worth considering.

Think of travel insurance as a financial safety net—one that lets you focus on making memories instead of worrying about “what ifs.”

Safe travels and enjoy your summer adventures!

06/14/2026

The flag stands for what we value most—freedom, hard work, and a future worth planning for. Happy Flag Day from Legacy Wealth Planning.

06/12/2026

Market risk isn’t the only retirement concern. This article highlights why cognitive decline deserves attention—and how it can directly affect financial decisions for pre‑retirees and retirees.

Protecting against the risk of cognitive decline is just as important as protecting against market risk and longevity risk and can be addressed at the same time.

06/10/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

06/09/2026

June 30 is the last day to submit the FAFSA® application for the 2025–2026 academic year.

Completing the FAFSA is a key step in accessing grants, scholarships, work-study, and federal student loans.

Don’t miss the deadline.

Apply here: https://studentaid.gov/h/apply-for-aid/fafsa

06/08/2026

When a loved one is living with Alzheimer’s, caregivers often step into roles they never planned for: managing medical bills, navigating insurance, adjusting work schedules, and making difficult financial decisions—often while carrying emotional stress and exhaustion.

A thoughtful financial plan can help caregivers stay focused on what matters most—being present for their loved one—without sacrificing their own stability and peace of mind.

If you’re caring for someone—or may need to in the future—let’s talk. You don’t have to navigate this journey alone.

Connect with Legacy Wealth Planning today. https://www.lwpreno.com/team

06/06/2026

On June 6, 1944, courage changed history.

Eighty‑two years later, we honor the heroes of D‑Day and the lives forever shaped by their sacrifice.

Their legacy lives on—in our freedoms and our communities.

06/05/2026

Midyear is a smart time to review your retirement plan contributions. This article explains why employer plans are critical, how deadlines work, and how small adjustments now can help you reach your annual savings goals.

This may be a good time to make sure you are on track to meet your annual contribution goal.