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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It may help your business be better prepared in the event of the death of a principal or key employee.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There are hundreds of ETFs available. Should you invest in them?