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Why Choose Dynamic Legacy for Professional Financial Planning

By Chelsi Balfour
Professional Financial Planning Greenfield, IN If you are in need of professional financial planning services available in the Greenfield, Indiana area, you are not alone. Many clients turn to a financial planner or advisor when they have key questions about a variety of aspects regarding p …
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Resources

Resources

How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …
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Market Commentary

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Videos

Videos

Staying Strong During Market Uncertainty

Posted on May 19, 2022
Watch this webinar hosted by Carson’s Jamie Hopkins, Managing Partner, Wealth Solutions, and Burt White, Managing Partner and Chief Strategy Officer, as they obtain valuable insights into staying strong during market uncertainty.
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In the News

In the News

Emerging Financially Healthy After a Gray Divorce

Posted on March 25, 2022
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
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