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
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Read this overview to learn how financial advisors are compensated.
When considering life insurance, it's important to understand your options.
For many, retirement includes contributing their time and talents to an organization in need.
There are four very good reasons to start investing. Do you know what they are?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?