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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Is your estate in order? This short quiz may help you assess your overall strategy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?