Bright Legacy - Asset Management Group

What do you need to know about how markets performed in Q3? We break down what you need to know in this quick, 5-minute financial update.

What happens next for markets? We broke down markets into a 5-minute read

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.

A Simple Solution to Better Goal Setting See more success when you use THIS to set goals.

How did markets perform in Q3? Is a recession coming? Is a bull market out of reach? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!

We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.

A Simple Way to More Successful Goal Setting Discover how a list could help you level up your goals.

What did savvy investors take away from Q3? What predictions do they have for the rest of 2023? There’s some good news, and some bad news. We break it down in this quick 5-minute read.

Q3 markets? Spicy Here's what you need to know

Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your priorities.

The Undeniable Power of Lists in Financial Planning Why smarter goals & more success start with a list.

How did markets do in Q3? They were pretty turbulent. What happened, and what can we expect in the months ahead? We break it down in this quick 5-minute read — check it out!

What did markets do in Q3? (5-minute read) Here's what savvy investors took away from Q3

Looking to reconsider your financial goals? Review this simple list to gain clarity and perspective.

How Simple Lists Can Enhance Your Goals Find out how to set better goals using a basic list.

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to strive for? Where could your nest egg last longest?

How Much Do You Really Need to Retire Comfortably? Plan for the big expenses. Know where nest eggs could last longer.

Are you more financially literate than your peers? Let’s find out - take this simple 7-question literacy quiz in this Visual Insights Newsletter. Check it out!

Interest, Bonds & Finance - What Do You Really Know? Take a 2-minute quiz. Find out.

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a cool million could go in each state in this month’s Visual Insights Newsletter. Check it out!

Is $1M Still a Good Retirement Goal? How long would a $1M nest egg last state-by-state?

How much do you know about finances? A basic financial literacy quiz can tell you a lot about what you really know - and what you THOUGHT you knew. Will you do better than the average person? Take a simple 7-question financial literacy quiz in this Visual Insights Newsletter and find out!

Can You Ace This 7-Question Money Quiz? Discover what you really know about finance.

Lifestyle Creep: Understanding and Avoiding This Trap

Lifestyle Creep: Understanding and Avoiding This Trap It's easy to feel pressured into a lifestyle that you can't afford. Learn how to avoid the traps of lifestyle creep.

How to Prepare for a Recession: 7 Steps to Take Now

How to Prepare for a Recession: 7 Steps to Take Now We can’t control the future. But we can make plans and take actions to be better prepared for a recession.

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go in California? Learn where your nest egg could last the longest with this month’s Visual Insights Newsletter.

Where Could a $1M Nest Egg Last the Longest? Here's where retirees could live for 40+ years on $1M.

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple 7-question financial literacy quiz in this Visual Insights Newsletter (it’ll take you less than 2 minutes). Check it out!

Will You Ace This Basic Financial Quiz? Most folks don't score so hot. See how you stack up.

Managing Withdrawals in Retirement

Managing Withdrawals in Retirement Yes, it’s complicated but there are ways to manage retirement distributions to optimize the probability of having your best outcome.

Getting Started With Stock Options

Getting Started With Stock Options Stock options can be a useful tool for investors. Here is what investors need to know to get started with stock options.

Annuity Myths and Facts

Annuity Myths and Facts One of the positives of an annuity is that it can provide a reliable and predictable source of income during retirement years.

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter. Check it out!

How Long Could $1M Last in Retirement? Where could your nest egg last longest?

Most people can’t get 4 or more questions correct on a simple 7-question financial literacy quiz. How do you measure up? Take a simple 7-question quiz and discover any financial knowledge gaps in this Visual Insights Newsletter.

Bright Legacy Asset Management - Home Bright Legacy is an Independent Financial Advisory Firm located in Los Angeles, CA.

Managing Healthcare Costs for Elderly Family Members: A Financial Guide

Managing Healthcare Costs for Elderly Family Members: A Financial Guide Caring for elderly family members is rewarding but financially challenging with rising healthcare costs. Plan ahead for financial security.

What Is a Balanced Portfolio?

What Is a Balanced Portfolio? Everybody says you should have a balanced portfolio, but what does that mean? Learn what a balanced portfolio is and how to make it happen.

The Importance of Estate Planning for High Net Worth Individuals

The Importance of Estate Planning for High Net Worth Individuals Individuals of high net worth have worked to get where they are, and it's important to consider what will become of your assets when you pass.

How to Prevent Identity Theft: A Step-by-Step Guide

How to Prevent Identity Theft: A Step-by-Step Guide Are you properly protected from people who will steal your identity? You should be. Learn how to prevent identity theft before it's too late.

Non-Traditional Uses of Life Insurance

Non-Traditional Uses of Life Insurance Your life insurance policy can be used in more ways than you might think. Check out these six non-traditional options to consider.

Thirteen Tax Topics for Older Adults

Thirteen Tax Topics for Older Adults If you're an older adult, taxes may seem more complicated than they were just a few years ago. Here are some tax topics to help.

What Is the Best Medical Alert System for You (and Your Wallet)? 6 Tips to Help You Choose

Bitly | Too Many Requests | 429 Error This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

I Refuse to Fall Victim to My Family’s Financial Legacy

Bitly | Too Many Requests | 429 Error This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

When Financial Resolutions Crumble, Switch to Habits

When Financial Resolutions Crumble, Switch to Habits Financial New Year's resolutions tend to fail by the end of the month — but building good financial habits can last a lifetime.