CORONA VIRUS UPDATE!
Good news in the CORONA VIRUS BAILOUT!
- Cash payments for individuals and families
- Grants to business who don't lay off employees
- Disaster loans for business hurt long term
- Special programs for hospitals and medical facilities
There is MUCH more in the stimulus bill and a lot less problem provisions.
This is a positive step toward recovery by a bipartisan compromise!
Hey clients, check out these podcasts!
BlackRock shared some interesting and informational podcasts that we encourage you to hear.
Use this stressful time to educate yourself and spark conversations. These short podcasts are sure to do both.
New or existing clients please reach out to us if we can help you on this financial journey!
Google “BlackRock Models Podcast” for more like these.
With the recent Market Volatility and Uncertainty we are offering you a Fixed alternative!
AXA Equitable, one of our approved Insurance partners, is offering a 5 year Fixed Rate, *Principal Protected Fixed Annuity at 2.85% per Year for Five Years!
Please call Legacy Financial Advisors today to see if you qualify!
We're in this together!
*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Repair Your Estate Plan After
The Secure Act
Contact us today at (800) 427 -9781 to see what strategy suits your life & also receive a free tax calculation!
Legacy Financial Advisors, Inc. Celebrates 45 Years
On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
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.
Click Here! To Download our State Of Annuity white paper!
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Military families face unique challenges, making personal finance even more critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are a few things to consider when buying or leasing your next vehicle.
Make your retirement as exciting as your next vacation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.