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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A change in your mindset during retirement may drive changes to your portfolio.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.