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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Rightsizing for Retirement
What does your home really cost?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Tips on insuring your teen driver.
What does the Tax Reform and Jobs Act mean for you?
A few strategies that may help you prepare for the cost of higher education.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When should you take your Social Security benefit?
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate