Legend Financial

Fee-Only, Fiduciary Financial Advisors

[Legend Financial @LegendFinancial]

Please be advised that Legend Financial Advisors, Inc.® will be closed on Monday, May 25th in observance of Memorial Day. We will return to normal hours of operation on Tuesday, May 26th.

We would like to wish everyone a Safe and Happy Holiday!

[Legend Financial @LegendFinancial]

Missed our recent “From Headlines to Perspective: Making Sense of Market Volatility” Webcast?

Catch the replay where Jim Holtzman & Bill Knight discuss how current events are evaluated through the lens of our disciplined, long-term investment approach.
https://t.co/f0Wc7bpP5d

[Legend Financial @LegendFinancial]

Webcast: "From Headlines to Perspective: Making Sense of Market Volatility " on 4/15/26 at Noon Eastern. While daily headlines can feel urgent and unsettling, successful investing requires perspective, discipline, and a clearly defined strategy.
https://t.co/aAGi8dTsYw

[Legend Financial @LegendFinancial]

Webcast: "From Headlines to Perspective: Making Sense of Market Volatility " on 4/15/26 at Noon Eastern. While daily headlines can feel urgent and unsettling, successful investing requires perspective, discipline, and a clearly defined strategy.
https://t.co/aAGi8dTsYw

[Legend Financial @LegendFinancial]

In observance of Presidents’ Day, Legend Financial Advisors, Inc.® will be closed on Monday, 2/16/26. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, 2/17/26.

We would like to wish everyone a Safe and Happy Holiday

[Legend Financial @LegendFinancial]

Whether you’re planning your retirement, navigating tax changes, or managing your overall financial planning strategy, this guide provides information to reference as you make financial decisions.

You can view the 2026 Key Financial Data Card at: https://t.co/EAJpXW9RT0

[Legend Financial @LegendFinancial]

In observance of Martin Luther King, Jr. Day, Legend will be closed on Monday, January 19, 2026. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, January 20th.

We would like to wish everyone a Safe & Happy Holiday

[Legend Financial @LegendFinancial]

Happy New Year! Our offices will be closed on Thursday, January 1st in observance of the New Year Holiday.

[Legend Financial @LegendFinancial]

Happy Holidays! Our offices will be closed on Wednesday, December 24th and Thursday, December 25th in observance of the holiday season.

[Legend Financial @LegendFinancial]

Happy Thanksgiving!

Our offices will be closed on Thursday, November, 27th and Friday, November, 28th in observance of the Thanksgiving holiday.

From Your Friends at Legend Financial Advisors, Inc.®

[Legend Financial @LegendFinancial]

Honoring all who served. Thank you, Veterans.
From your friends at Legend Financial Advisors, Inc.®

[Legend Financial @LegendFinancial]

Happy Halloween!

[Legend Financial @LegendFinancial]

Catch the replay of our Webcast “Breaking Down The New Tax Bill”. Jim Holtzman and Bill Knight break down the key provisions, potential tax planning opportunities, and what individuals and retirees should be thinking about before year-end.
https://t.co/7oNU0LhjQN

[Legend Financial @LegendFinancial]

Webcast: " Medicare Open Enrollment: Take Charge of Your Health Insurance Coverage " on 10/8 at Noon ET. Find out how to take advantage of the Medicare Open Enrollment period that begins on October 15th and ends on December 7th, 2025. Register Now: https://t.co/S6pTFNs2EO

[Legend Financial @LegendFinancial]

Webcast: " Medicare Open Enrollment: Take Charge of Your Health Insurance Coverage " on 10/8 at Noon ET. Find out how to take advantage of the Medicare Open Enrollment period that begins on October 15th and ends on December 7th, 2025. Register Now: https://t.co/S6pTFNs2EO

[Legend Financial @LegendFinancial]

Watch “Breaking Down The New Tax Bill” Webcast Replay. https://t.co/8nxzHKQvKq

[Legend Financial @LegendFinancial]

Webcast: "Breaking Down The New Tax Bill" on 9/10 at Noon ET. The new tax bill, called the “One Big Beautiful Bill” (OBBB), introduces sweeping tax and financial changes aimed at families, retirees, and business owners. Register Now:

https://t.co/ewbPZTWWxh

[Legend Financial @LegendFinancial]

Webcast: "Breaking Down The New Tax Bill" on 9/10 at Noon ET. The new tax bill, called the “One Big Beautiful Bill” (OBBB), introduces sweeping tax and financial changes aimed at families, retirees, and business owners. Register Now:

https://t.co/ewbPZTWWxh

[Legend Financial @LegendFinancial]

Please be advised that Legend Financial Advisors, Inc.® will be closed on Monday, September 1st in observance of Labor Day. The financial markets will be closed. We will return to normal hours of operation on Tuesday, September 2nd.

[Legend Financial @LegendFinancial]

🏦 How much cash should you really keep on hand?
Legend Financial Advisors, Inc.’s Jim Holtzman breaks it down in Bottom Line Personal—from emergency funds to smart liquidity strategies.
🔗 Read more: https://t.co/9ELpGExOfr