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
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the value of a home warranty.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you have causes that you want to support with donations?
When markets shift, experienced investors stick to their strategy.