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.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.
Compare the potential future value of tax-deferred investments to that of taxable investments.