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Why Choose Dynamic Legacy Planning for Financial Planning

The advice and direction of a financial planner is essential to implementing a plan that helps you pursue your financial goals and objectives. The process of choosing a financial planning service is an essential step towards working towards your goals in your pursuits of wealth. With the as …
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Why Choose Dynamic Legacy Planning as a Wealth Management Company

Wealth Management Company Greenfield IN If you are looking for a wealth management company in Greenfield, IN then look no further than Dynamic Legacy Planning. We have years of experience in helping clients manage their wealth. Whether it be through managing investments, complex financial p …

Tips to Help You Stay Strong During Market Volatility

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

529s, Roth IRAs and Other Strategies for Your College Savings Plan

By Craig Lemoine, Director of Consumer Investment Research   I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …

To Give Now or Give Later?

Tom Fridrich, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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