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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Make your retirement as exciting as your next vacation.
Here’s a quick guide to checking to see if you have unclaimed money.
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?