Publications, Insights & News

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Retirement

Fine-Tuning Your Retirement

It’s been a while since the Secure Act of 2022 came about, but it’s time to refocus on its impact in 2024. Did you know ...
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Retirement

Financial Conflict Between Couples 

Strategists who work with couples have found there to be a few conflicts that are most common between them. Different priorities: financial management done predominately ...
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Retirement

What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your ...
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Retirement

Roth IRA Vs Traditional IRA

Having just taken a look at your traditional IRA, you may be wondering if the time is now to convert it to a Roth IRA.  ...
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Retirement

The Busyness of Life

What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as ...
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Legacy 360 Financial LLC

2767 Geryville Pike
Pennsburg, PA 18073
Phone: (800) 887-2981
Fax: (877) 233-8357
Email: info@legacy360fwm.com
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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Legacy360° LLC**),** a SEC Registered Investment Advisor. Insurance products and services are offered through Legacy360°. Gibbs Wealth Management, LLC (DBA Legacy360° LLC) and Legacy360° LLC are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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