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
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?