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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Even if you’re young and single, you should still consider protecting yourself.
For homeowners who think their property taxes are too high, there are ways to appeal.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.