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.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are things about Social Security that might surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”