Legacy Financial
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.
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182 Turnpike Road
Suite 200
Westborough, MA 01581(603) 732-2530
Helpful Content
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Surprises
Making the most of surprises is a great reason to work with us.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here’s a crash course on saving for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.