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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A four-step framework for building a personal legacy.
Tax preparation may be the perfect time to give the household budget a check-up.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
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
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.