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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn when it may not make sense to file a claim on your home insurance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are common mistakes you can avoid when saving for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.