Legacy Planning Alliance, Inc.
Our firm was founded in 1989 with the goal of assisting our clients in every aspect of their financial lives.
We work closely with clients to help them achieve their goals.
Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
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Saving for College 101 Here's a crash course on saving for college.
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U.S. Personal Savings Rate What can be learned from the savings rate?
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Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.
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C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.
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.
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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.
Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.
How long will your retirement money last with regular withdrawals? Have you run the numbers?
A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.
Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates
Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...
Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!
Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.
Are you worried about outliving your retirement savings? You are not alone.
My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.
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Earnings for All Seasons Earnings season can move markets. What is it and why is it important?
Tax freedom day: the day you begin earning money for yourself.
Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.
Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.
Six Surprising Facts About Retirement Confidence This attention-grabbing infographic covers retirement topics you may not have considered.
Could your portfolio benefit from a zero-coupon bond?
The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Do you know the risk factors that can lead to cognitive decline?
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
Retiring Wild: National Parks and You Get ready to enjoy America’s national park system with this helpful article.
Where will your retirement income come from? Do you know all the choices available?
Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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The sooner you begin investing, the longer your money can work for you.
The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.
Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...
U.S. weekly jobless claims have drifted lower but are still high, potentially affecting Fed rate decisions.
Important points to notice:
Employment Boost: The decrease in jobless claims has not greatly affected overall claims numbers.
Economic Health: Jobless claims and other factors can be an indicator of economic health.
Labor Market Trends: Understanding these trends can help in planning and forecasting for businesses and individuals.
Federal Reserve Impact: This data may influence the Federal Reserve's decisions on monetary policy.
Stay informed on how these labor market trends may shape the economic landscape.
Source:
TinyURL: https://tinyurl.com/2u88nzwp
US weekly jobless claims, equipment spending data point to slowing economy First-time applications for U.S. unemployment benefits drifted lower last week, but the number of people on jobless rolls jumped to a 2-1/2 year high in mid-June, suggesting that labor market conditions were easing amid slowing economic growth.
Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.
Over age 50? You may be able to catch-up on retirement.
Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Opening Hours
Monday | 09:00 - 16:30 |
Tuesday | 09:00 - 16:30 |
Wednesday | 09:00 - 16:30 |
Thursday | 09:00 - 16:30 |
Friday | 09:00 - 16:00 |