Legacy Financial Associates

Informed decisions and solutions for the best half of your life.

 

 

 

WISE Retirement Solutions®

    Wealth Management

     Income Planning

    Security / Protection

    Estate Planning

 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

More Newsletters →