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
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?