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.
Experience
Learn More
Planning
Learn More
Charity
Learn More
Blog
Learn MoreContact Us!
182 Turnpike Road
Suite 200
Westborough, MA 01581(603) 732-2530
Helpful Content
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.