Legacy Financial Group, LLC

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

You've allocated your assets; you just may not realize it yet.

Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Are you planning to work after taking Social Security benefits? Know the rules.

How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

Separating the Signal From the Noise A good professional provides important guidance and insight through the years.

When was the last time you paid yourself first?

Pay Yourself First It sounds simple, but paying yourself first can really pay off.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

The S&P 500 is ubiquitous. Ever wonder how it works? &P500

The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.