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 Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
An increasing number have been developed to help individuals with their personal finances.
Marriage changes everything, including your insurance needs.
Good employee health can be great for the company’s bottom line.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.