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 If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What kind of auto insurance should you have? Do you know?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The true cost of raising a child may be far more than you expect.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
These food myths will really put a drain on your wallet.
This calculator can help you estimate how much you should be saving for college.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Make your retirement as exciting as your next vacation.
It’s never a bad time to speak with your financial professional about changes in your situation.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.