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Top Financial Literacy Resources for Military Families
Freedom, unfortunately, doesn’t come free. Along with those fighting on the front lines and the men and women working behind the scenes to help them safeguard our freedoms, we also mustn’t forget their families that are making...
Read MoreTurning Profits into Wealth: A Guide for High-Earning Business Owners
Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence...
Read MoreWealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order
Do you consider yourself a wealthy individual? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does classify people....
Read MoreCooking with Legacy Ridge Private Wealth: Susie Garber-Johnson's Recipe
Susie Garber-Johnson’s Goat Cheese and Beet Arugula Salad! Our team not only enjoys serving our clients with disciplined financial guidance, but we also love to cook and create delicious meals that can be enjoyed by anyone. Introducing...
Read MoreA New Chapter Begins: Celebrating Our Ribbon Cutting in Sheridan
On April 30, 2026, we had the honor of hosting our Ribbon Cutting Ceremony in partnership with the Sheridan Chamber of Commerce. It was a wonderful evening spent connecting with clients, colleagues, and community members we are proud...
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6 Telltale Signs You're Not Saving Enough for Retirement
As a young person, you imagine you have all the time in the world to save for retirement. You live in the present with the future a mere blip out on the horizon. But time has a way of flying by, and you realize that maybe you are not...
Read MoreThe Principles of Financial Literacy
Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...
Read MoreFinancial Planning Strategies
Let's assume your financial planning is way ahead of your friends. You have saved, invested well and paid off your debts. And while it’s easy to pick your retirement date and maybe budget what you will need for retirement income, there...
Read MoreHow Social Security Fits into Wealthy Retirement Planning
As wealthy people approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the role of Social...
Read MoreSocial Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan
If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...
Read MoreThe Forgotten Assets That Could Complicate Your Estate Plan
There are many factors to consider when creating a comprehensive estate plan. Forgetting or leaving out certain assets could potentially create time-consuming delays, financial complications, and family disputes. In some cases, dormant...
Read MoreWomen's History Month Interview with Susie Garber-Johnson
To celebrate Women's History Month, we took the time to speak with the women of Legacy Ridge Private Wealth to for their insight! We discussed the women who have influenced them, how they found their way in the financial industry, and...
Read MoreWomen's History Month Interview with Olivia Koltiska
To celebrate Women's History Month, we took the time to speak with the women of Legacy Ridge Private Wealth to for their insight! We discussed the women who have influenced them, how they found their way in the financial industry, and...
Read MoreWomen's History Month Interview with Georgia Boley
To celebrate Women's History Month, we took the time to speak with the women of Legacy Ridge Private Wealth to for their insight! We discussed the women who have influenced them, how they found their way in the financial industry, and...
Read MoreThe Challenges Facing Women Entrepreneurs
While the future seems brighter than ever for women entrepreneurs, a myriad of financial challenges continue to cast shadows over their journey. The increasing presence and contributions of women-owned businesses to the American...
Read MoreWills vs. Trusts: How to Protect Your Legacy and Avoid Costly Mistakes
Wills and Trusts are both very common tools used in estate planning; however, they each have different functions. Generally, a will helps individuals with simpler estates, with minor children, and a more straightforward approach when...
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