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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The uncertainties we face in retirement can erode our sense of confidence.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Building wealth requires protection from the forces of wealth destruction.
A collection of tips from professional travelers.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do your insurance needs stay the same when the nest empties?
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
For women, retirement strategy is a long race. It’s helpful to know the route.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here are five facts about Social Security that might surprise you.