Posted on March 15, 2023
Younger Generations See Fastest Growth in Credit-Card Balances During the past two years, credit-card balances of younger generations have grown at a faster rate than for older generations. From June 2020 to March 2022, the average credit-card balance for Generation Z grew from $1,947 to $2,443 — ...
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Posted on March 02, 2023
Creating Your Own Operation London Bridge “London Bridge is down.” … those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral arrangements for Queen Elizabeth II. The plan, known as Operation Lo...
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Posted on October 18, 2022
It may be a good time to look for ways to help reduce your taxable income. Here are three potential sources of tax–free income…...
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Posted on September 20, 2022
If you find yourself caught in the middle — or if you are an “open-face sandwich” supporting an elderly parent or an adult child — here are some tips to consider....
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Posted on September 01, 2022
Legacy Family Office CEO, Tamara Surratt considers how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions....
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Posted on August 30, 2022
Hugh Massie, Chairman and Founder of DNA Behavior International sits down with Legacy Family Office CEO, Tamara Surratt to discuss her work advising the world’s wealthiest families. During the conversation, Ms. Surratt shares how her professional journey led her to the most meaningful, transfo...
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