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OBBBA Leaves Room for Planning — A Better Way to Prepare Your Business Exit in South Dakota
If you own a business in South Dakota, you know your company isn’t just an asset on a balance sheet — it’s your work, your reputation, your team, and often your identity. For many owners, the business has funded the life you’ve built. But at some point, the question shifts from “How do I grow this business?” to “How does this business take care of me and my family when I step back?” That transition — from owner to investor — is meaningful, and it deserves a plan that’s
Legacy Point Financial
1 day ago5 min read


Turning Savings Into a Paycheck: Retirement Income Planning in South Dakota
For years, your paycheck came from an employer. Taxes were withheld, benefits deducted, and what hit your account was yours to spend. Retirement flips that script. Suddenly, you become the one deciding when and how to pay yourself. For many South Dakotans nearing retirement, this can be one of the most important financial transitions — and one that naturally comes with questions: Which account should I draw from first? How do I balance taxes, Social Security, and Medicare c
Legacy Point Financial
Oct 174 min read


Local Roots, Financial Planning: Meet the Legacy Point Team
When it comes to financial advice, one size never fits all — especially here in South Dakota. At Legacy Point Financial, we believe...
Legacy Point Financial
Sep 193 min read
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