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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The uncertainties we face in retirement can erode our sense of confidence.
There are common mistakes you can avoid when saving for retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?