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5171 Wallings Road
Suite 130
North Royalton, OH 44133

Legacy Financial Associates, LLC

440-237-8000

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Dedicated to helping our clients achieve their financial goals through personal service and independent guidance

 

 

401(k) ROLLOVERS -  Legacy can show you the benefits of rolling over your old 401(k)s to an IRA that you control.

FEE BASED INVESTMENT ADVICE - Legacy offers fee based investment advice with independent portfolio construction, asset allocation guidance and monitoring.

RETIREMENT PLANNING - Whether you are drawing income from your investments or trying to figure out how much to save for retirement, Legacy can help you organize your retirement planning goals.

STRETCH IRA - Minimize the income tax burden on your family by doing IRA planning now.  Legacy can show you how the Stretch IRA may reduce taxes for you and your family.

ESTATE PLANNING - Legacy can help you plan to leave your hard earned savings to your loved ones, not the government.

INVESTMENT REVIEW -  We are happy to provide a no cost, no obligation review to see if we can help.

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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