Work Towards a "Worry Free" Retirement
Our commitment is to help you work towards achieving a worry free retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
It sounds simple, but paying yourself first can really pay off.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Is your estate in order? This short quiz may help you assess your overall strategy.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”