Legacy Insurance Brokers, LLC.

10/08/2026

Just Got a reminder that this is a busy quarter for many people over age 65.

The AEP starts 10/15 and ends 12/7 Time to be sure you have the right Medicare Supplement or Medicare advantage plan

I know some of you are doing FOOTBALL BRACKETS -But

Also By now you can estimate your 2026 taxable income so it is BRACKET FILL time. If you have any questions call your CPA and ask how much more you can have as income to stay in the same tax bracket For Example a client couple told us that he had $ 250,000 of income and he was in 24% Bracket so we could add $ 150,000 to get to the top of the 24% Tax Bracket- A good reason to start ROTH IRA systematic conversions to FILL YOUR BRACKET .

Contact Cathy to arrange a brief talk, zoom or meeting about the ROTH Conversion Bracket fill way before year end to talk about the elephant in the room -Taxes :

800-427-9781

09/22/2026

Join us at Legacy Financial Advisors, Inc. for one of our upcoming Shred Fest events! Bring your unwanted documents for FREE secure shredding and stick around for food, drinks & music! 🎶🍔

📍 Lynnfield — October 10th | 11 AM–2 PM
📍 Westborough — October 17th | 11 AM–2 PM

Two locations, same great event! 🍁

📧 To register: [email protected]
📞 800-427-9781

We hope to see you there! 🍂📄✂️

09/22/2026

Exclusive Meeting for the attendees of the 9/25/2025 Book Launch for Smart Financial tonight in Wayland Mass .
4 More focused meetings about specific topics from Pauls Books:

Smart Financial Grandparenting
Smart Financial Longevity Planning
Smart Financial Wealth Building

Stay tuned for Dates and Times
Contact :[email protected] or Cathy Portanova
800-427-9781

09/15/2026

Lowell Kinetic Sculpture Race
on YouTube CBS Boston WBZ News

09/11/2026

We Will Never Forget.

Today, we remember the lives lost on September 11, 2001, honor the heroes who ran toward danger, and recognize the families whose lives were forever changed.

May we never forget the courage, sacrifice, and unity shown that day. ❤️🤍💙

9.11.01 • Never Forget

05/21/2026

Is your Safe Money making 5% at the bank ? If not time to act and lock in 5.1% Fixed rates for the next 5 years before Rates Go Down .
No Upfront cost ,No Annual Cost , No up and down stock market risk just simple tax deferred compound interest with an A+ rated company .
For details contact Cathy Portanova at Legacy these rates will not last .
800-427-9781

05/19/2026

Here is the new podcast from Smart Financial Lifestyle featuring Mara Ramirez from Hartford, CT who built a multi million dollar business serving senior citizens with their insurance needs.

Most families aren’t failing because they’re lazy. They’re failing because nobody taught them how money actually works.Debt is exploding. Healthcare is unaff...

04/28/2026

Due to high demand we have added a third night for our upcoming seminar at 110 Grill in Leominster on May 6th!
There are only a few spots left, so secure your spot now by registering with the link below!
https://www.legacyinsurancebrokersllc.com/events/if-you-have-a-trust-as-part-of-your-estate-plan-and-have-an-ira-you-have-14

04/20/2026

The next Legacy Shred Fest is May 2nd!
Register now by clicking the link below!
https://www.legacyinsurancebrokersllc.com/.../westborough...

04/20/2026

Next stop is Leominster Ma for 2 more nights of Smart Financial Lifestyle seminars on Estate Planning and Taxes

If you have a Trust and an IRA you have a Problem

April 28 and April 29
Contact Cathy Portanova to reserve a spot these meetings have limited space

1-800-427-9781
[email protected]