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 Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
College Savings
See how much you may need to save now to cover future college costs for your child.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?