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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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are ways to improve your physical fitness without denting your fiscal fitness.
Important items to consider when purchasing condo insurance.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.