Your Powerful Legacy

Your Powerful Legacy

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06/08/2026

Uncle Sam may be a “silent” partner in your retirement, but if you wait too long to take care of your taxes, it can cause quite a commotion.

Reducing your tax burden now, while rates remain low, could be a good idea for both the short and long term.

06/04/2026

Kristina Ping and Eric White are passionate about helping others build a meaningful legacy through thoughtful retirement and financial planning.

Follow Your Powerful Legacy for conversations focused on preparing for the future.

Photos from Your Powerful Legacy's post 05/28/2026

Asset allocation plays a bigger role in retirement than most people realize.

Finding the right balance can help support growth while protecting what you’ve built over time.

Do you feel like your current strategy is balanced for your goals?

05/25/2026

When you first enter retirement, it’s hard to know if you’re burning through your savings too quickly.

The good news is, there are products that guarantee income for the duration of your retirement, no matter how many decades that may be.

05/21/2026

Powerful Legacy TV with host Cynthia DeFazio is worth adding to your watch list 📺

Tune in for conversations focused on protecting your future and planning for what matters most.

Make time to watch this week and see what resonates with you.

05/18/2026

Retirement isn’t just a finish line, it’s a journey.

It’s about growing, finding purpose, and protecting what matters along the way.

What does your ideal retirement journey look like?

Americans say this is their savings "magic number" to retire comfortably 05/14/2026

That “retirement number” keeps getting bigger… 💭

Many people think they need around $1.46M to retire, but most aren’t anywhere close, and rising costs aren’t helping.

Take a closer look here: https://ow.ly/fnRx50YOOi2

Do you have a number in mind for your own retirement?



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Americans say this is their savings "magic number" to retire comfortably Most people fall far short of the savings they say they will need to maintain their standard of living in retirement, data shows.

05/10/2026

To the moms who give so much of themselves every day. 💐

Today is a reminder to celebrate the love, care, and strength you bring to your family and your legacy.

05/07/2026

Advancements in healthcare and medicine have helped lead to longer lifespans.

It’s our job to provide the financial solutions that help your money last as long as you do.

05/04/2026

Kristina built Powerful Legacy with a simple mission: help people protect what they’ve worked so hard for.

After seeing the impact of the 2008 market downturn, she’s focused on strategies designed to help safeguard retirement savings.

What does protecting your legacy look like to you?

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3260 Blazer Pkwy Suite 100
Lexington, KY
40509