Understanding Today’s Financial Environment
Welcome, we’re Legacy Financial, a full-services investment firm in Woodburn, Oregon. Over the last thirty years of being in business, we’ve seen the unique challenges individuals face as they prepare for retirement. Our comprehensive approach aims to take the mystery out of preparing for today and tomorrow in a caring and sincere environment. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals.
Our team has many years of experience developing a trustworthy and integrity- based environment to help guide client decisions to address your changing needs for all stages of life.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Gaining a better understanding of municipal bonds makes more sense than ever.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know these three personal finance sayings?
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?