Work Towards a "Worry Free" Retirement
Our commitment is to help you work towards achieving a worry free retirement by helping you work towards achieving your financial goals. 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 toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A look inside the U.S. government's statistics on household net worth.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Lifestyle considerations in creating your retirement portfolio.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Have you explored all your options when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”