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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Lifestyle considerations in creating your retirement portfolio.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement 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 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.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
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, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.