Specializing in Wealth Management and Asset Preservation.
Right now you are probably feeling overwhelmed and anxious about the challenges our economy is experiencing. I want you to know that Legacy Planning Insurance & Financial Services remains a strong, competitive firm and I am eager to answer your questions and provide support.
We have compiled a wealth of information in the form of newsletter articles, calculators, and research reports to assist you with your finances.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our financial representatives are available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled Legacy Planning Insurance & Financial Services professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. Experience what it's like to be a Legacy Planning Services & Financial Services client. Contact us today!
Newsletters
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Savings Accumulation
Estimate the future value of your current savings.