Site Map

Home

• Contact Us
• Markets
• Timely Topics
• Community
• Our Associates
• Our Location
• Our Services
• Your Community
• Tell A Friend
• Investing
• The Firm
• Your Account
• Retirement/IRAs
• College Planning
• Financial Planning Strategies
• Estate Planning Strategies
• Tax Planning Strategies
• Insurance/Annuities
• Candid Shots

Associates

• Legacy Wealth Management Team
• Matthew Bishop CFP®
• Dana L. Gibbs
• Ralph A. Brozzo CFP®
• Cathy M. Sasse

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey

Newsletters

• Could You Be Responsible for Your Parents’ Nursing Home Bills?
• Turbulent Times: Bear Markets Come and Go
• The Beige Book: A Timely Economic Read
• Will vs. Trust: Know the Difference
• The Cost of Family Caregiving
• Early Retirement and Your Tax-Deferred Savings
• Behavioral Biases That Can Lead to Costly Mistakes
• HOT TOPIC: The SECURE Act and Your Retirement Savings
• Qualified Charitable Distributions
• Three Regrets of Retirees
• What Medicare Won’t Cover

Research Articles

• Estate Planning
• Living Trusts
• Avoiding Probate
• Controlling the Distribution
• Gifting Strategies
• Property Ownership
• IRA Rollover
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• Unforgettable Birthdays
• Social Security Income
• 401(k) Plans
• Roth IRAs
• Capital Gain Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Withdrawing Before Age 59.5
• Dividends
• Growth Stocks vs. Value Stocks
• Stock
• Types of Bonds
• Investment Risks
• 529 Plans
• Biweekly Mortgages
• College Financial Aid
• Home Equity Loans
• Disability Income Insurance for Business Owners
• Term Life Insurance
• Auto Insurance
• Types of Health Coverage
• Medicare Coverage
• Long-Term-Care Needs

Videos

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks