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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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What kind of auto insurance should you have? Do you know?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Knowing the rules may help you decide when to start benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Women must be ready to spend, on average, more years in retirement than men.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.