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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
An inside look at how marginal income tax brackets work.
It's important to understand how inflation is reported and how it can affect investments.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.