Corey M. Malstrom, CFP - The Legend Group
I am a CERTIFIED FINANCIAL PLANNER™ Professional located in Buffalo, NY. I specialize in retirement, investments and making financial planning simple. Ethics.
Corey has been a Registered Representative with The Legend Group since 2004. He attained the CERTIFIED FINANCIAL PLANNER™ certification in 2011. Corey holds a B.S. in Economics and Finance from Niagara University. As a CERTIFIED FINANCIAL PLANNER™ certificant Corey has voluntarily agreed to meet rigorous education, examination and experience standards required of CFP® certificants. Corey participa
09/11/2024
What does it actually cost to raise a child? You might be surprised.
The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.
07/11/2024
Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."
Monthly Market Insights | November 2024 Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.
07/11/2024
It isn't whether you should have auto insurance - it's what kind you should have.
The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?
02/11/2024
Find out whether you are insurable before implementing a strategy using life insurance.
Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
31/10/2024
Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
26/10/2024
Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
24/10/2024
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.
19/10/2024
Compound interest can dramatically impact the future growth of your assets. Learn more.
How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.
17/10/2024
Have a strategy for discussing healthcare with your parents.
Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.
12/10/2024
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
9 Facts About Social Security There are things about Social Security that might surprise you.
10/10/2024
The financial risks to consider when evaluating self insurance?
When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
05/10/2024
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
Diversification, Patience, and Consistency Three important factors when it comes to your financial life.
04/10/2024
Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.
Quarterly Market Insights | Q3 2024 Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.
03/10/2024
Lifestyle inflation can be the enemy of wealth building.
Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
28/09/2024
How long will your retirement money last with regular withdrawals? Have you run the numbers?
A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.
26/09/2024
If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.
The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
19/09/2024
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.