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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In this article, explore the benefits of the Federal Student Grant Program.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How to help determine life insurance needs to provide for your family after you pass away.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
This video discusses issues related to your retirement accounts when you move on from your job.
Have you explored all your options when it comes to managing your taxable income?
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Bucket lists don’t have to be for tomorrow.
When do you need a will? The answer is easy: Right Now.