Legacy Financial Partners, Llc

Designing Retirement and Legacy Strategies Aligned with Your Goals.

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. 

Our philosophy reflects the President’s 2008 Commission on Financial Literacy which concluded – “it is undeniable that a lack of financial literacy is a contributing factor to the economic problem facing our country today”. This web site is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate strategies and wealth preservation. While informational, the emphasis is educational; its strategic thrust being to enhance knowledge with respect to “how money works” and equip website users to engage more confidently with the economic & monetary challenges and opportunities they face on a daily basis. 

Many would agree that the subject of adult financial literacy education is very relevant – frankly in light of the 2008-09 financial/economic meltdown most Americans have come face to face with a general lack of basic skills when everything from family budgets, savings, credit, and mortgages quickly were squeezed or turned completely upside down. This website is designed to help educate you about the basic concepts of financial management; to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
 
Last but not least - perhaps most importantly - we hope you see the value of working with skilled professionals to pursue your financial goals.

 
 
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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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