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's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Use this handy calendar to remember the year’s most important financial dates.
A quick look at how federal income taxes work.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn about the importance of having an estate strategy in this helpful and informative video.
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Peer-to-peer payment apps are one of the newest ways to send money.