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Financial Self Defense COVID 19

"Our Mission is to Protect and Grow Your Legacy”

It is our commitment and desire to establish trust and a long lasting relationship with our clients.  No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.  We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Over the years, we have found that a Holistic Approach is an effective method to help our clients as they maneuver through a complex financial services world.  We invite you to discover and experience the power of our services! To learn more, please click on the links below:

LIFE & HEALTH INSURANCE  Income Annuities, Long Term Care, Life Insurance, Medicare, Identity Theft ...

SECURITIES  Stocks, Bonds, ETF's, Mutual Funds,  IRA's, 401(k) Rollovers, College Funding ...

ADVISORY SERVICES Money Management, Retirement & Estate Planning, Charitable Giving ...

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur.  We want to keep you on track toward a meaningful and purpose-driven financial future. Call us for an appointment today!

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to serving you!


PLEASE NOTE: Information being provided on this website is strictly as a courtesy.  When you link to any of the other web sites provided herein, you will be leaving the Legacies Today, LLC web site.  We make no representation as to the completeness or accuracy of information provided at those web sites.


Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Taxable vs. Tax-Deferred Savings

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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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Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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