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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The item most homeowners forget on their home improvement project checklist is insurance.
The true cost of raising a child may be far more than you expect.
Beware of these traps that could upend your retirement.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.