Strategies Designed to Grow, Protect, and Preserve Your Hard-Earned Assets
There are many questions and concerns about your finances that may not often be asked. At Legacy Financial Group, our job is to discover what’s important to you, analyze where you are financially, and provide you with custom financial solutions catered to your goals. We are committed to maintaining the highest fiduciary standards of integrity and professionalism. The relationships we forge with our clients are built on a solid foundation of dedication and trust. The relationships and services we provide are long lasting and benefit multiple family generations. We fully integrate flexible financial solutions that are always in your best interests. As an independent firm, we not only make recommendations free from potential conflicts of interest, but we have the flexibility to access countless strategies and products in the market. Contact us today to learn more.
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Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?