Legacy Financial Planning
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We’ve been helping hardworking individuals prepare for life in retirement for more than 30 years.
01/04/2023
The SECURE Act 2.0 legislation builds on previous retirement savings changes and contains provisions that further raise the RMD age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities. Read more here:
How does SECURE Act 2.0 change saving for retirement? www.raymondjames.com
01/02/2023
As we break into 2023, it's a great time to hit the "reset" button and get organized for the new year. Here are some key market dates and timely reminders for the season:
Start fresh with your financial planning this winter www.raymondjames.com
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1485 Monroe Avenue
Rochester, NY
14618
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| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
