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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A change in your mindset during retirement may drive changes to your portfolio.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like the junk in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
With alternative investments, it’s critical to sort through the complexity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.