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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 Business Cycle

The Business Cycle

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Good Health is Good Business

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Creative Ways to Motivate Your Employees

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How Much Home Can I Afford?

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An Inside Look at Retirement Living

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Women must be ready to spend, on average, more years in retirement than men.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Around the country, attitudes about retirement are shifting.

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