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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
It's important to understand how inflation is reported and how it can affect investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are things about Social Security that might surprise you.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Three things to consider before dipping into retirement savings to pay for college.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.