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Living Legacy

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All Blogs | Investments | Uncategorized

Don’t Sleep on Value: Potential Opportunities Amid Sticky Inflation

October 20, 2026 by Michael Caroff

September 2026 Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts. With inflation remaining elevated, we believe that value opportunities continue to be a compelling … Read More

Newsletters | Uncategorized

Bond Boost | October 2026

October 8, 2026 by kwsm

If you look at the change in the yields on U.S. 10-year Treasury bonds over the last couple of months (since the first of July), the chart is eye-opening. This … Read More

Where Do You Find Time for Planning?
Business Owners Newsletters | Uncategorized

Where Do You Find Time for Planning? | March 2025

March 27, 2025 by kwsm

One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this … Read More

All Blogs | Uncategorized

Fresh from the investment bakery: how your portfolio pie is made

November 24, 2020 by Aaron Puttroff

Several years ago researchers asked Americans to choose which kind of dessert they would prefer a family member or friend to bring to their house for a holiday dinner. The … Read More

All Blogs | Financial Planning | Personal Planning | Uncategorized

Avoiding Insurance Traps, Pitfalls & Swindles: Read Your Policy Now, Before It’s Too Late!

August 25, 2020 by Aaron Puttroff

Check out this great article on how to avoid insurance traps, pitfalls, and swindles. https://www.linkedin.com/pulse/avoiding-insurance-traps-pitfalls-swindles-read-your-scheidemantle/

All Blogs | Business Owner | Financial Planning | Uncategorized

Should pass-through owners switch to C-corp status?

August 6, 2020 by Aaron Puttroff

The math has changed on entity choice. Under the new tax reform legislation, the corporate tax rate drops a full 14 points, from 35 percent to 21 percent. At the … Read More

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Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Road, Ste 300 San Diego CA 92121, United States (619) 684-6400PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. Living Legacy LLC is not an affiliate or subsidiary of PAS or Guardian.

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Strategic Financial Planning for Business Owners
      • Estate Planning & Asset Protection
      • Retirement Income Planning
      • Business Exit Planning
      • Tax Optimization
    • Exit Planning for Business Owners
      • Business Valuation
      • Elements of Planning
      • Exit Paths
    • Financial Planning for Professionals
      • Personal Retirement Planning
      • Investment Planning
      • Insurance Planning
  • RESOURCES
    • Newsletters
    • Business Owner Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT