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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Do your insurance needs stay the same when the nest empties?
Second marriages are a trigger event to revisit any existing estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
All about how missing the best market days (or the worst!) might affect your portfolio.