MGE Legacy Wealth Advisors

06/02/2026

Looking for the latest market insights? Our Weekly Market Commentary from LPL Financial is now live! Explore key trends and analysis to stay informed about what’s shaping the markets.

👉 Read it here: https://mgelegacywealth.lpl.com/weekly-market-commentary-kf26a

05/29/2026

529 Day is a reminder to step back and look at the full picture of college planning.

Beyond saving, families often juggle academics, applications, financial aid, and overall costs. A simple checklist can help keep those moving parts in one place as students move from high school to enrollment.

Access the Parent’s College Planning Checklist now to learn more.

Questions? Contact our team:
https://mgelegacywealth.lpl.com/contact

Key considerations from high school through enrollment.

05/25/2026

On this Memorial Day, we pause to reflect on the courage and sacrifice of the men and women who served our nation.

Our office will be closed today in observance of the holiday. We will reopen and return to normal business hours on Tuesday.

05/14/2026

In recognition of National Small Business Month, it’s a good time for business owners to review retirement planning options.

Small business owners have several 401(k) and retirement plan choices depending on their business size and structure. Understanding the differences can help support long‑term planning.

✅ Review our 401(k) Options for Small Business Owners Infographic for a straightforward overview.

Contact our team with questions: https://mgelegacywealth.lpl.com/contact

Regardless of the business's size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation. Here we outline what to know about each.

05/08/2026

Small businesses are the heart of our communities, and May is a chance to honor the visionaries who run them 🏪. Financial planning plays a huge role in helping businesses navigate changing markets and future opportunities.

Start building a financial plan designed to help your business thrive at: https://mgelegacywealth.lpl.com/contact

04/28/2026

Looking for the latest market insights?
Our Weekly Market Commentary from LPL Financial is now live! Explore key trends and analysis to stay informed about what’s shaping the markets.
👉 Read it here: https://mgelegacywealth.lpl.com/weekly-market-commentary-kf26a

04/23/2026

Market conditions continue to evolve, introducing new layers of complexity for investors. This overview outlines a framework for understanding wealth management in a modern market, including environmental factors, strategic considerations, and the role of advisors in supporting coordinated decision‑making.

The information presented is educational in nature and intended to provide context around long‑term planning considerations.

For questions or additional information, please contact our team: https://mgelegacywealth.lpl.com/contact

A framework for navigating complexity

04/15/2026

Tax Day is a perfect time to reflect on how effective tax planning can strengthen your overall financial outlook 🧾. A thoughtful tax strategy can make a big difference over time.

Reach out to our team for help navigating your tax related planning: https://mgelegacywealth.lpl.com/contact