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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.


Helpful Content

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

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

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Rule of 72

The Rule of 72

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.

 

A Taxing Story: Capital Gains and Losses

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

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Data Thieves from Outer Space

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

The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Rule of 72

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.

When Special Care Is Needed: The Special Needs Trust

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

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