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RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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.

Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Saving for College 101

Here’s a crash course on saving for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Business Cycle

How will you weather the ups and downs of the business cycle?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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