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Legacy Financial Strategies, Inc. logo with bird's nest and 'Leave a Legacy'
Bird's nest with white eggs and one golden egg

Leave A Legacy...

Hands holding a nest filled with coins

...Helping you enjoy & protect

​your Nest Egg

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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A Few Words About Us

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.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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