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
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.