Legacy Financial Planning

Legacy Financial Planning

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You can count on our experience, knowledge and credentials while we partner with as you journey to and through retirement.

Counting on the Social Security COLA 01/05/2023

The 2023 COLA increase might be a double-edged sword for some, as it could be enough to trigger undesirable tax implications and other financial considerations. Confirm whether this could have any potential negative impact to your benefits eligibility:

Counting on the Social Security COLA www.raymondjames.com

12/31/2022
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1485 Monroe Avenue
Rochester, NY
14618

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm