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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What kind of auto insurance should you have? Do you know?
A look inside the U.S. government's statistics on household net worth.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A letter of instruction provides additional and more personal information regarding your estate.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.