Legacy Financial, LLC

321 Reed St Suite 2
P.O. Box 136 Akron, IA 51001

Phone:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.