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.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
Knowing your likely life expectancy is an important factor in making long-term financial plans.