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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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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