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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

Once Upon a Goal

Once Upon a Goal

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

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

16 Wall Street Cliches in 60 Seconds

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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