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Tag: Identity Protection

Tax Season Brings a New Wave of Identity Theft Risks

Tax season brings a new wave of identity theft risks, with criminals

Safeguarding Your Identity: Essential Tips for Financial Security

One of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.

Identity Protection Strategies: Are You Doing Enough to Keep Your Information Safe?

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself.

Insights & Resources for Your Business

Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing

The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million by 2050. Every day until 2030, roughly 10,000 Baby Boomers will turn 65.1,2

And the care infrastructure that served previous generations is under pressure: staffing shortages, cost considerations, and longer lifespans are converging in ways that make decisions more complex than they have ever been.

Against that backdrop, we find that one of the most consequential financial decisions our clients face is also one that can be overlooked: where and how they will live as their care needs evolve in their 70s, 80s, and beyond.

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When Should I Start Taking Social Security: 5 Factors to Consider

Social Security decisions are often framed as a single question: “When should I start drawing benefits?”

That question matters, but it can also be limiting.

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Jessica Sorg Promoted to Vice President of Operations & Administration and Director of Life Underwriting

Legacy Capital is proud to announce the promotion of Jessica Sorg to Vice President of Operations & Administration and Director of Life Underwriting.

Read More »
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  • Who We Are
    • Core Values
    • Our Team
  • Who We Serve
    • Entrepreneurs & Business Owners
    • Executives & Corporate Officers
    • Business Liquidity Events
    • Physicians
    • Multi-Generational Families & Inheritors
    • Life Transitions
    • Retirement Planning
  • What We Do
    • Financial Planning
    • Asset Management
    • Business Succession and Exit Planning
    • Legacy and Multi-Generational Planning
    • Complex Life Insurance Solutions
    • FAQ’s
  • Legacy News and Insights
    • Newsroom
    • Wealthscapes
    • Insights
    • Legacy Videos and Commentary
  • Join Our Team
  • Contact Us
  • Who We Are
    • Core Values
    • Our Team
  • Who We Serve
    • Entrepreneurs & Business Owners
    • Executives & Corporate Officers
    • Business Liquidity Events
    • Physicians
    • Multi-Generational Families & Inheritors
    • Life Transitions
    • Retirement Planning
  • What We Do
    • Financial Planning
    • Asset Management
    • Business Succession and Exit Planning
    • Legacy and Multi-Generational Planning
    • Complex Life Insurance Solutions
    • FAQ’s
  • Legacy News and Insights
    • Newsroom
    • Wealthscapes
    • Insights
    • Legacy Videos and Commentary
  • Join Our Team
  • Contact Us

Little Rock Office

8315 Cantrell Road, Suite 200
Little Rock, AR 72227
(501) 376-7878
insights@legacycapitalwp.com

Northwest Arkansas Office

5100 West JB Hunt Dr., Suite 110
Rogers, AR 72758
(479) 789-7899
insights@legacycapitalwp.com

Dallas Office

100 Crescent Court, 7th Floor
Dallas, TX 75201
(479) 789-7899
insights@legacycapitalwp.com

Legacy Capital Wealth Partners, LLC is a registered investment advisor.

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