Comprehensive
Wealth Management

505 South Lenola Road
Suite 127
Moorestown, NJ 08057
856-235-0505
The Richest Man in Babylon What Smart Investors Know The Power of Compound Interest Should You Invest in Exchange Traded Funds?

Understanding Today’s Financial Environment

Welcome, we’re the Legacy Wealth Management Group, LLC, a financial consultancy in Moorestown, New Jersey. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (856) 235-0505.

 

Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

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

Annuity Comparison

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

Saving for Retirement

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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