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It May Be Time for a Financial Checkup Rightsizing for Retirement Retirement Redefined Medicare Annual Enrollment Period is now!

Legacy Gives Back

All donators will be entered into our Holiday Raffle, which will be announced at our Legacy Christmas Brunch!

We are proud to be corporate sponsors of Lowell Kinetic Sculpture Race 2019 & the Worcester District Medical Society 

Be sure if you are in the Lowell area on Saturday, September 21st to stop by & see the shenanigans of the human powered, all-terrain sculptures navigate the streets of Lowell & the Merrimack River!

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Work Towards a Retirement

Our commitment is to help you work towards achieving a confident 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. 



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Helpful Content

Global and International Funds

Global and International Funds

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Will Power

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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Understanding the Alternate Valuation Date

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Budget Check Up: Tax Time Is the Right Time

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Purchasing homeowners insurance is critical for protecting your home.

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Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some key concepts to understand when investing for retirement

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Long-Term-Care Protection Strategies

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Surprises

Making the most of surprises is a great reason to work with us.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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Are you ready for retirement? Here are five words you should consider.

The Rule of 72

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Exit Strategies of the Rich and Famous

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