Your Partner for Success
At Legacy Planning, our commitment is to guide our clients FEARLESSLY toward their future by providing the momentum needed to achieve their financial, retirement, and business goals. It is a privilege to partner with each client through a streamlined, personalized planning process, coupled with regular reviews to inspire confidence and empower them to make wise, disciplined investment decisions. We are excited to continue serving select individuals, families, and businesses as part of the Legacy family, ensuring their resources grow further, faster, FEARLESSLY!
Helpful Content
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprises
Making the most of surprises is a great reason to work with us.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.