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?
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
In this article, explore the benefits of the Federal Student Grant Program.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How long does a $20 bill last?
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn about what risk tolerance really means in this helpful and insightful video.
There are a few things to consider when buying or leasing your next vehicle.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations?