We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.