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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Five creative (and inexpensive) ideas for motivating your employees.
Learn a little about worldwide currency in this fun infographic
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Four vacation destinations you might never have thought of.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations?
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.