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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding how a stock works is key to understanding your investments.
For some, the social impact of investing is just as important as the return, perhaps more important.
Couples may be able to head off many of the problems in a marriage that money can cause.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Knowing your options when a CD matures can help you make a sound investment decision.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.