THE DM LEGACY PARTNERS BLOG

Insurance & retirement education, in plain English.

Every post from our social channels, gathered in one place and sorted by topic. Short reads, honest numbers, no jargon.

Guides

How an IUL Creates Tax-Free Income

Guide · with a downloadable one-pager

Leaving the US? Don't Leave Your 401(k) Behind

Guide · for families moving back home

Life Insurance Basics

The Cheapest Coverage Is the Kind You Buy Young

October 27, 2026

Term Life Insurance, Explained in 30 Seconds

October 27, 2026

Term vs. Whole Life, in 60 Seconds

October 26, 2026

DIME: The 4-Letter Formula for Life Insurance

October 18, 2026

Lifestyle Creep: The Raise That Made You Poorer

October 10, 2026

Annuities & Retirement Income

The QCD: Giving From Your IRA, the Tax-Smart Way

October 26, 2026

The First RMD Trap

October 25, 2026

401(k) & Moving Home

Leaving the US: 3 Mistakes People Make With a 401(k)

October 21, 2026

What Happens to Your 401(k) When You Leave a Job?

October 17, 2026

Social Security

Go Paperless on Your Social Security COLA Notice

October 24, 2026

Social Security COLA 2027: What Changes

October 23, 2026

Medicare

Medicare Open Enrollment Checklist (Through Dec 7)

October 24, 2026

Money Habits

Three Money Moves to Finish by December 31

October 25, 2026

The 50/30/20 Budget, Explained Simply

October 20, 2026

Your Emergency Fund: The First Safety Net

October 20, 2026

Rules of 114 and 144: Tripling and Quadrupling Your Money

October 19, 2026

Pay Yourself First

October 19, 2026

Micro-Habits That Move Your Money

October 15, 2026

Two Paths: Rich at 48, or Broke at 48

October 9, 2026

The Rule of 72: How Fast Your Money Doubles

October 3, 2026