It All Starts With Your Story

VideoFinancial Education
Written By Sarah Stevens

Chad Terry, CEO at Legacy Financial Group, discusses a recent milestone of a long-standing client and how it all starts with your story.

Planning doesn’t have to be about control.

It can be about freedom.

We work with people who want more intention- not more to-do lists.

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Financial Planning Age Milestones…As You Approach Retirement
Financial Planning Age Milestones…As You Approach Retirement

Scott Nelson, a trusted financial advisor in Iowa, shares essential financial planning strategies for key age milestones to help individuals nearing retirement secure their financial future.

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How to Utilize Your Health Savings Account for Maximum Benefit
How to Utilize Your Health Savings Account for Maximum Benefit

Health Savings Accounts (HSAs) are powerful tools for long-term financial planning. Designed to help individuals save for medical expenses, HSAs offer triple tax advantages and unmatched flexibility—making them a smart strategy for both current healthcare costs and future retirement needs. Work with a top financial planner in Iowa to integrate HSAs into your broader wealth management plan.

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

Read More →
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

Read More →
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

Read More →
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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Legacy…The Thread That Binds Generations
Legacy…The Thread That Binds Generations

There’s a quiet power in the word legacy.
It’s more than just a collection of achievements or material possessions.

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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What Does “Fiduciary” Really Mean? - Chad Terry
What Does “Fiduciary” Really Mean? - Chad Terry

Chad Terry, CEO at Legacy Financial Group, discusses what it truly means to be a fiduciary.

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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The “Box of Confusion,” a Collection of Financial Documents
The “Box of Confusion,” a Collection of Financial Documents

Scott Arnburg, Financial Advisor, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one.

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It All Starts With Your Story
It All Starts With Your Story

Chad Terry, CEO at Legacy Financial Group, discusses a recent milestone of a long-standing client and how it all starts with your story.

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Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan

Fourward Thinking: Your 401(k) Game Plan

A series by Nick Hemsted

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Understanding Children's Trusts: A Safety Net for Little Ones
Understanding Children's Trusts: A Safety Net for Little Ones

Parenthood can feel like a roller coaster—thrilling, unpredictable, and occasionally nauseating! While you’re busy navigating the ups and downs, you might want to consider a safety net for your kids: the Children’s Trust.

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Rachel Wood Introduction
Rachel Wood Introduction

Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.

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The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)
The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)

Ah, parenting! It’s a wild ride filled with joy, laughter, and the occasional chaotic meltdown (sometimes theirs… sometimes yours). Thankfully, there’s a financial lifebuoy in the form of the Child Tax Credit (CTC).

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Workplace Benefits That Help Parents Save: Childcare, Flex Spending, and Health Insurance
Workplace Benefits That Help Parents Save: Childcare, Flex Spending, and Health Insurance

As a Financial Advisor and a dad who's navigated the ups and downs of raising kids (while trying to keep a budget intact), I’ve spent quite a bit of time researching workplace benefits that can help save some serious cash.

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Charitable Accounts: A Guide to Making Effective Charitable Donations
Charitable Accounts: A Guide to Making Effective Charitable Donations

As I mentioned in a previous article, there are many ways you can give to your favorite charitable organizations including your time and talent, but organizations do need money, too.

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Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation

In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money.

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The Tax and Time Implications of Inheriting Family Farmland
The Tax and Time Implications of Inheriting Family Farmland

In the realm of financial decisions, few choices are as profound and emotionally charged as determining the fate of family farmland.

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7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions

Trust and estate plans are essential for protecting your wealth and ensuring it passes smoothly to your heirs.

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How to Utilize Your Health Savings Account
How to Utilize Your Health Savings Account
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Extra Cash Flow Considerations For Empty Nesters
Extra Cash Flow Considerations For Empty Nesters

Scott Nelson, a financial advisor at Legacy Financial Group, discusses the number one question he receives from clients who are empty nesters: What should I do with my extra cash flow?

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Top 3 Important Milestones
Top 3 Important Milestones

Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.

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Honoring Your Unique Journey
Honoring Your Unique Journey

Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique journey.

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Daycare - What to Financially Expect When You’re Expecting
Daycare - What to Financially Expect When You’re Expecting

Nick Hemsted, Financial Advisor, shares tips about navigating the daycare process, incorporating daycare costs into your budget and considering the possibility of one parent staying at home.

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Budgeting - What to Financially Expect When You’re Expecting
Budgeting - What to Financially Expect When You’re Expecting

Pregnancy and becoming a parent come with a whirlwind of emotions and changes. And if there's one thing that's bound to get shaken up, it's your budget.

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Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth.

Legacy Financial Group, LLC does not offer legal advice. Tax services provided are separate from the Securities or Advisory services offered through Legacy Financial Group, LLC. Please consult the appropriate professional regarding your individual circumstance.

Sarah Stevens
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The “Box of Confusion,” a Collection of Financial Documents
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