According to a 2014 Consumer Services survey by Experian, half of married couples in the U.S. say that credit scores are important to them when choosing a mate. Participants went so far as to rank “financial responsibility” as more important than “physical attractiveness” or “career ambition”, and “financial compatibility” higher than “sex and intimacy”. In other words,…Read More
As a savvy young professional, you may be a pro at project management or software development or social media strategy, but how’s your financial literacy? If, like many of your peers, you never got an education in financial fundamentals during your formative years, how do you know what tools are available to you to maximize your…Read More
I wear two very important hats in my life, that of a Certified Financial Planner® and that of a mom to two amazing boys. From time-to-time those two worlds coincide beautifully and there are others where they both compete for my attention. But I know in my core that they both are a part of…Read More
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Legacy Care Wealth is a member of leading organizations in the industry, including NAPFA, Fee-Only Network, and XY Planning Network. They have been featured in multiple publications and websites including Kiplinger, CNBC, U.S. News & World Report, NerdWallet, and Forbes. President Danna Jacobs has been a featured guest on multiple podcasts including “Wine & Dime”, “XYPN Radio”, and “Financial Advisor Success”. She has also been a speaker at industry conferences including “Digital Marketing for Financial Services Summit”, “SEI Women’s Network Annual Leadership Summit” and “XYPN Live”.
Learn more: About Legacy Care