Holistic Planning with Your Health and Happiness in Mind
Since 2007, Legacy Wealth Partners has served as advocates for people looking to connect their wealth with their vision for the future. A decade of thought-provoking conversations and genuine relationships has brought us to the conclusion that a full and rewarding life is not measured by dollars and cents, but rather is the sum of enriching experiences, thrilling adventures, and quality time spent with family and friends. Inspired to set in motion more of these worthwhile moments, we’ve adopted a compelling mission focused on both achieving goals and reducing financial tension. In all that we do, we endeavor to foster healthier, happier clients.Contact Us
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Building wealth requires protection from the forces of wealth destruction.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Try these activities to keep your brain sharp.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?