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The Legacy Letter

The Legacy Letter is our monthly newsletter. It's written by us, not outsourced, so you get our perspective, directly from us and in our own words.

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Miss an issue?

Click below for past issues of The Legacy Letter.

2012

JANUARY - Financial Planning-Why It's So Critical • In Ministry At Legacy (Rob Adams) • Tax Changes-What To Watch For in 2012 • Outlook 2012 • When would YOU like to Review? • WealthVision

2011

DECEMBER - Year-End Tax Planning Tips • My Journey to Legacy (Bill Hurley) • Pictures From India • 2012 IRA Deductibility • Required Minimum Distributions (RMDs) • Website Resources
NOVEMBER - What Do I Do With That Old 401(k)? • How I Got Here (Rob Adams) • 2012 Retirement Plan Limits • Statements • Password Safety
OCTOBER - A New Course • We Hope You Like It • Making Sense of the Markets

Robert E. Adams, Jr., William C. Hurley, III, and Drew Burton are Registered Representatives with LPL Financial. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may only discuss and/or transact business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, OK, SC, TN, TX, VA, WV