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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Saving for College 101
Here’s a crash course on saving for college.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It's important to make sure your retirement strategy anticipates health-care expenses.
An increasing number have been developed to help individuals with their personal finances.
A change in your mindset during retirement may drive changes to your portfolio.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Peer-to-peer payment apps are one of the newest ways to send money.