Your Goals. Your Legacy. Our Guidance.
Welcome! We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals face unique challenges as they prepare for retirement and manage their hard earned wealth. The advisors at Legacy Wealth Management can help take the mystery out of preparing for today and tomorrow. Whether you are planning for retirement, planning for college or planning your estate, our personalized service focuses on your needs, wants, financial goals and objectives.
Our experienced professionals currently advise select families, professionals, business owners, physicians, and institutions. 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 (859) 296-1200.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Important items to consider when purchasing condo insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What kind of auto insurance should you have? Do you know?
Five creative (and inexpensive) ideas for motivating your employees.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.