Broker Check

Small Savings Changes Can Add Up to Big Gains

Health. Wealth. Wisdom.

Legacy Planning Retirement Plan Services invites you to check out and share the latest issue of our retirement-focused participant quarterly newsletter.

This quarter’s issue features:

  • A suggestion for making a small change to your retirement saving strategy that can add up to big gains
  • Important things to consider if you’re thinking about tapping into your 401(k) account
  • Mindfulness tips for beginners

It’s a quick read for you and your employees, with great tips that can help you feel better at work and better about saving for your future.

Access the Newsletter

And, as always, don’t hesitate to contact our team with questions or to discuss anything about your retirement planning or overall financial picture.


View your wealth management website

Investor 360

View your Commonwealth accounts