Welcome to Legacy Wealth Management
Legacy Wealth Management is a Financial Consulting Firm, offering the experience and advice of Investment Professionals that will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation.
We created this website to help you gain a better understanding of the financial concepts behind Insurance, Investing, Retirement Planning, and Wealth Preservation. More importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals. Please take advantage of this resource and visit us often, as we are frequently updating our information.
Our mission at Legacy Wealth Management is to strive to earn an unparalleled reputation as an advisor to our clients by helping them to achieve and preserve financial integrity. We pledge our knowledge, our resources, and our dedication to integrity, in all that we do.
We have equipped our business with some of the most advanced technology available in the financial service industry, allowing us to give our clients personalized asset analysis, allocation and investment service.
Our website makes it possible for you to stay up to date on relevant financial topics through our on-line articles and newsletters. You also have the ability to send any questions you might have directly to us through our website.
Thank-you for visiting our virtual office, we look forward to helping you pursue your financial goals!
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are four very good reasons to start investing. Do you know what they are?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Six overlooked tax deductions to help manage your tax bill.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five strategies for managing your student debt.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.