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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.

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Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

9 Facts About Social Security

There are things about Social Security that might surprise you.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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