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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?