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Legacy Planning Partners


The Hazewski Family Helping Our Friends for Generations

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Glens Falls, NY 12801
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  • E-mail address: dansr@legacyplanningpartners.com
  • E-mail address: danjr@legacyplanningpartners.com
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The Hazewski Family Helping Our Friends for Generations

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Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Market Commentary

  • Weekly Market Commentary | July 15, 2019
  • Weekly Economic Commentary | July 15, 2019
  • Weekly Market Commentary | July 8, 2019
  • Weekly Economic Commentary | July 8, 2019
  • Weekly Market Commentary | July 1, 2019
  • Weekly Economic Commentary | July 1, 2019
  • Midyear Outlook 2019
  • Weekly Market Commentary | June 17, 2019
  • Weekly Economic Commentary | June 17, 2019
  • Weekly Economic Commentary | June 10, 2019
  • Weekly Market Commentary | June 10, 2019
  • Weekly Market Commentary | Week of June 3, 2019
  • Weekly Economic Commentary | Week of June 3, 2019
  • Weekly Economic Commentary | Week of May 20, 2019
  • Weekly Market Commentary | Week of May 20, 2019
  • Weekly Economic Commentary | Week of May 27, 2019
  • Weekly Market Commentary | Week of May 27, 2019
  • Weekly Market Commentary | Week of May 13, 2019
  • Weekly Economic Commentary | May 13, 2019
  • Weekly Market Commentary | May 6, 2019
  • Weekly Economic Commentary | May 6, 2019
  • Weekly Market Commentary | April 29, 2019
  • Weekly Economic Commentary | April 29, 2019
  • Weekly Market Commentary | Week of April 22, 2019
  • Weekly Market Commentary | April 15, 2019
  • Weekly Economic Commentary | April 15, 2019
  • Weekly Market Commentary | April 8, 2019
  • Weekly Economic Commentary | March 11, 2019
  • Weekly Market Commentary | March 4, 2019
  • Weekly Market Commentary | February 25, 2019
  • Weekly Economic Commentary | Week of Feb 19, 2019
  • Weekly Market Commentary | February 19, 2019
  • Weekly Market Commentary | February 11, 2019
  • Weekly Economic Commentary | Week of February 4, 2019
  • Weekly Market Commentary | February 4, 2019
  • Weekly Economic Commentary | Week of Jan 28, 2019
  • Weekly Market Commentary | January 28, 2019
  • Weekly Market Commentary | January 22, 2019
  • Weekly Economic Commentary | Week of Jan 21, 2019
  • Weekly Market Commentary | January 14, 2019
  • Weekly Economic Commentary | Week of Jan 14, 2019
  • Weekly Economic Commentary | Week of Jan 7, 2019
  • Weekly Market Commentary | January 7, 2019
  • Weekly Economic Commentary | Week of December 31, 2018
  • Weekly Market Commentary | December 31, 2018
  • Weekly Market Commentary | December 10, 2018
  • Weekly Economic Commentary | Week of Dec 10, 2018
  • Weekly Market Commentary | December 3, 2018
  • Weekly Economic Commentary | Week of Dec 3, 2018
  • Weekly Economic Commentary | Week of Nov 26, 2018
  • Weekly Market Commentary | November 26, 2018
  • Weekly Economic Commentary | Week of Nov 12, 2018
  • Weekly Market Commentary | November 12, 2018
  • Weekly Economic Commentary | Week of Nov 5, 2018
  • Weekly Market Commentary | November 5, 2018
  • Weekly Market Commentary | October 29, 2018
  • Weekly Economic Commentary | Week of Oct 29, 2018
  • Weekly Economic Commentary | Week of Oct 22, 2018
  • Weekly Market Commentary | October 22, 2018
  • Weekly Economic Commentary | Week of Oct 15, 2018
  • Weekly Market Commentary | October 15, 2018
  • Weekly Economic Commentary | October 8, 2018
  • Weekly Market Commentary | October 8, 2018
  • Weekly Market Commentary | October 1, 2018
  • Weekly Economic Commentary | Week of October 1, 2018
  • Weekly Economic Commentary | Week of September 24, 2018
  • Weekly Market Commentary | September 24, 2018
  • Weekly Economic Commentary | Week of September 17, 2018
  • Weekly Market Commentary | September 18, 2018
  • Weekly Economic Commentary | Week of September 10, 2018
  • Weekly Market Commentary | September 10, 2018
  • Weekly Economic Commentary | Week of September 3, 2018
  • Weekly Market Commentary | September 4, 2018
  • Weekly Economic Commentary | Week of August 27, 2018
  • Weekly Market Commentary | August 27, 2018
  • Weekly Economic Commentary | Week of August 20, 2018
  • Weekly Market Commentary | August 20, 2018
  • Weekly Market Commentary | August 13, 2018
  • Weekly Economic Commentary | Week of August 13, 2018
  • Weekly Market Commentary | August 6, 2018
  • Weekly Economic Commentary | Week of August 6, 2018
  • Weekly Economic Commentary | Week of July 30, 2018
  • Weekly Market Commentary | July 30, 2018
  • Weekly Economic Commentary | Week of July 23, 2018
  • Weekly Market Commentary | July 23, 2018
  • Weekly Market Commentary | July 16, 2018
  • Weekly Economic Commentary | Week of July 16, 2018
  • Weekly Economic Commentary | Week of June 25, 2018
  • Weekly Market Commentary | June 25, 2018
  • Weekly Economic Commentary | Weekof June 18, 2018
  • Weekly Market Commentary | June 18, 2018
  • Weekly Economic Commentary | Week of June 11, 2018
  • Weekly Market Commentary | June 11, 2018
  • Weekly Economic Commentary | Week of June 4, 2018
  • Weekly Economic Commentary | Week of May 29, 2018
  • Weekly Economic Commentary | Week of May 21, 2018
  • Weekly Economic Commentary | Week of May14, 2018
  • Weekly Economic Commentary | Week of May 7, 2018

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

Retirement

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

  • Traditional IRAs

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • 401(k) Plans

    401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

  • Roth IRAs

    Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

  • Required Minimum Distributions

    Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Investing

  • 529 Plans

    529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

Cash Management

  • College Financial Aid

    It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Portfolio Compass

  • Portfolio Compass | February 20, 2019
  • Portfolio Compass | January 16, 2019
  • Portfolio Compass | December 19, 2018
  • Portfolio Compass | November 14, 2018
  • Portfolio Compass | October 17, 2018
  • Portfolio Compass | September 19, 2018
  • Portfolio Compass | August 15, 2018
  • Portfolio Compass | July 19, 2018
  • Portfolio Compass | June 13, 2018
  • Portfolio Compass | May 16, 2018
  • Portfolio Compass | April 18, 2018

Client Letters

  • Client Letter: Stocks Warm Up In January | February 7, 2019
  • Client Letter: "A New Year’s Perspective" by John Lynch
  • Client Letter: "Recent Market Volatility" by John Lynch
  • Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
  • Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
  • Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
  • Client Letter: Plenty of Positives | John Lynch | September 6, 2018
  • Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch

Outlook

  • Outlook 2019: Institutional Publication
  • Outlook 2019: FUNDAMENTAL (spreads)
  • Outlook 2019: FUNDAMENTAL (printer-friendly)
  • Outlook 2019 | Client Letter by John Lynch

Contact Us

510 Glen Street
Glens Falls, NY 12801
  • Phone:
    518-798-6688
  • Fax:
    518-798-8629
  • E-mail address: dansr@legacyplanningpartners.com
  • E-mail address: danjr@legacyplanningpartners.com
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Market Watch

July 17, 2019 @ 12:01 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.1%  
Nasdaq Composite ETF -0.0%  
S&P 500 ETF -0.1%  
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CO, CT, NY, DE, MA, FL, GA, IN, MD, MI, NC, NJ, PA, VA, VT

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