Legacy Financial focuses on creating comprehensive strategies that can help you pursue financial security. We love what we do, we are skilled at what we do, and we care about what is important to the individual client.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Six overlooked tax deductions to help manage your tax bill.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding how a stock works is key to understanding your investments.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Peer-to-peer payment apps are one of the newest ways to send money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.