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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Lifestyle considerations in creating your retirement portfolio.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bucket lists don’t have to be for tomorrow.