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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?