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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Read this overview to learn how financial advisors are compensated.
To choose a plan, it’s important to ask yourself four key questions.
Even if you’re young and single, you should still consider protecting yourself.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
How do the markets usually react to elections? Was the 2016 election any different?