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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tips on insuring your teen driver.
Here are 4 great, and sometimes unexpected, places to raise a family.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When should you take your Social Security benefit?