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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
One way to find money is to examine your current spending habits and eliminate money wasters.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
However exciting retiring abroad may sound, it deserves considerable planning.
A few strategies that may help you prepare for the cost of higher education.
One of the most common questions people ask about Social Security is when they should start taking benefits.
An inside look at how marginal income tax brackets work.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.