"Our Mission is to Protect and Grow Your Legacy”
It is our commitment and desire to establish trust and a long-lasting relationship with our clients. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Over the years, we have found that a Holistic Approach is an effective method to help our clients as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services! To learn more, please click on the links below:
LIFE & HEALTH INSURANCE Income Annuities, Long Term Care, Life Insurance, Medicare, Identity Theft ...
SECURITIES Stocks, Bonds, ETF's, Mutual Funds, IRA's, 401(k) Rollovers, College Funding ...
ADVISORY SERVICES Money Management, Retirement & Estate Planning, Charitable Giving ...
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Call us for an appointment today!
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to serving you!
PLEASE NOTE: Information being provided on this website is strictly as a courtesy. When you link to any of the other web sites provided herein, you will be leaving the Legacies Today, LLC web site. We make no representation as to the completeness or accuracy of information provided at those web sites.
Helpful Content
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.