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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.

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Helpful Content

The Cost of Procrastination

The Cost of Procrastination

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The Economic Journey of Your Morning Coffee

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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Social Security: Two Benefit Strategies Eliminated

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Fixed or Variable Mortgage, Which Should You Pick?

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Self-Employed Retirement Plans

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Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Protecting Those Who Matter Most

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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