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

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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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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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There’s an alarming difference between perception and reality for current and future retirees.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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