My Legacy Group Library

At My Legacy Group, we believe everyone should be able to live the retirement they’ve always wanted. Check out some of our useful guides below, completely complimentary!

Simplifying Social Security

and Optimizing Retirement Benefits

Birthdays Over 50 Worth Celebrating!

Understanding Structured Notes

and their role in portfolio construction

Estate Planning

Understanding the process and importance of having an Estate Plan

Could Higher Taxes Derail Your Retirement Approach?

Guide to Multi-Generational Wealth Planning

Estate Planning Checklist

Guide to Addressing Market Volatility

Guide to Hidden Fees

Guide to Maximizing Social Security Benefit

Guide to Tax Strategies for Retirement

How Can We Help You Today?

Weston Office

1555 Bonaventure Blvd.

Weston, FL 33326

Phone: (954) 303-4647

Mon – Fri: 8:00AM – 5:00PM

Sat-Sun: By Appointment