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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: Right Now.