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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What can be learned from the savings rate?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Recent changes in estate tax laws could affect the strategy you have in place.
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?