The Legend Group, Buffalo Office

Learn more about James and see how he can help you: bit.ly/3qb0Gsv

Learn more about Jeffrey and how he can help you: bit.ly/3cxWjkm

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Here are a few case studies to help illustrate some of the challenges: bit.ly/3Lh7D0J

Use this calculator to help determine whether you are eligible to contribute to a Traditional or a Roth IRA and at what maximum contribution amounts: bit.ly/3b84r66

Meet Chris Elias! Learn all about how Chris can help you today: bit.ly/45UWls8

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? Here are five financial pillars designed to support your long-term financial well-being: bit.ly/3vb2U9p

On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. Take this quiz to help determine your risk tolerance in investing. bit.ly/3ZZCfMp

Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. Read more about how women can take control of their financial destinies: bit.ly/3TbHYgG

The federal government requires deceased individuals to file a final income tax return. bit.ly/3ORssnQ

If you are buying or selling a home, use this to help determine if you qualify for capital gains taxes. bit.ly/3Ng42nn

Meet John! John has been providing personal financial services since 1995, focusing on working with teachers and retirees looking to turn their hard-earned savings into a lifetime of retirement income. bit.ly/3J8olgB

These are some of the questions that we help investors with. Our advisors will help you evaluate your unique situation, your investment goals, and plan for how to get you there. Learn more. bit.ly/3P8fMWL

Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. See how they can help you plan for the retirement and financial goals you envision. bit.ly/2NBKTx3

Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess what your life insurance needs are. bit.ly/45TC2z3

Employees of public schools and certain tax-exempt organizations have access to a 403(b) plan. Here are 12 reasons you may want to get started on participating in your plan today: bit.ly/3WpOOjP

Our advisors can help you coordinate your pension plan, social security, and 403(b) to plan for the retirement you deserve. Contact us today for more information. bit.ly/3knfZZK

Educators, your retirement shouldn’t be a guessing game. Learn how to maximize your NY pension, Social Security, and 403(b) savings with our short Big 3: NY Educator’s Retirement Income Strategy Course. bit.ly/4h6qNWT

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. bit.ly/3dZZyBu

Understanding the types of extended care services—and what those services could cost—may be critical. bit.ly/3BRUJTa

Meet Financial Advisor Duane Pusch. Mr. Pusch has been serving clients as a Registered Representative since 2002. Learn more about Duane and how he can help you today: bit.ly/3IPQGLS