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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tips on insuring your teen driver.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It's important to understand the pros and cons when considering a prepaid debit card.
Are women prepared for a 20-year retirement?
A letter of instruction provides additional and more personal information regarding your estate.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
When you retire, how will you treat your next chapter?
What are your options for investing in emerging markets?
In the world of finance, the effects of the "confidence gap" can be especially apparent.