April Insights: Smart Money Starts with Financial Literacy

Passing Down a Legacy of Financial Wisdom

For parents and grandparents, one of the most meaningful legacies you can leave isn't just financial wealth-it's the knowledge, confidence, and discipline to manage that wealth wisely. After more than 20 years of working with multiple generations of families on retirement and long-term planning, I've seen firsthand how families that intentionally pass along financial literacy give the next generation a powerful advantage.
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Pre-Retirement Financial Health Checklist

A practical guide to help you move confidently toward financial indepence


This checklist is designed to help you evaluate key areas of your financial life, identify opportunities for improvement, and stay aligned with your long-term goals. Use it as a guide to reflect, reset and ensure you're building a plan that supports both your present lifestyle and your financial independence.



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New for 2026: Trump Accounts


A new way to save your child's future is coming soon. Starting July 4th, 2026, Trump Accounts will be available under the One Big Beautiful Bill tax law. These accounts offer tax-deferred growth to help families plan ahead.
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Welcome to the World, Ava! 
Please join us in welcoming the newest member of the LFG Tax & Accounting family.
Congratulations Dahlia and family!

Life changes and your insurance coverages should keep up. A Personal Insurance Review (PIR) is a simple but important way to make sure your coverage continues to protect what matters most: your family, your assets, and your lifestyle. 

Personal Insurance Review: Are you fully protected?


The goal of a PIR is to provide an objective look at your current risks and exposures so you're properly protected in the event of a loss. Over time, even small changes can create gapes in coverage-often without you realizing it. During your review, we take a comprehensive look at your policies.
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Exciting News: Emma Hood, a licensed insurance agent has joined the insurance department. Please be aware you might receive correspondence from Emma in our attempts to provide customer service. Please help us welcome Emma to the LFG Insurance Services Team!

Hello! I'm Emma, a 23 year old who lives in Johnston. I'm Iowa born and raised, so I love the outdoors and animals. I have two cats, Bandy and Leo, who are the highlight of my day. Outside of the office, I spend my time in my garden, out on hikes, or inside watching the newest movie or TV show. I may be new to the insurance world, but I am eager to learn and grow.

Emma Hood

Licensed Insurance Agent

515-512-1313

emma@mylfginsurance.com

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Disclosures:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered investment advisor. SEC Registration does not constitute an endorsement of Legacy Financial Group by the SEC nor does it indicate that Legacy Financial Group has attained a particular level of skill or ability. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth.

Not associated with or endorsed by the Social Security Administration or any other government agency Legacy Financial Group, LLC does not offer legal advice. Tax services provided are separate from the Securities or Advisory services offered through Integrity Wealth or Legacy Financial Group, LLC

Legacy Financial Group | 6000 Grand Ave, Suite B | Des Moines, IA 50312 US

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