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LPL Account View Online. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Your Goals. Your Legacy. Our Guidance. Social Security: The $64,000 Question. A Primer on Dividends. Death is No Excuse. Busin...

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LPL Account View Online. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Your Goals. Your Legacy. Our Guidance. Social Security: The $64,000 Question. A Primer on Dividends. Death is No Excuse. Busin...

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Home | legacywealthky.com Reviews

https://legacywealthky.com

LPL Account View Online. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Your Goals. Your Legacy. Our Guidance. Social Security: The $64,000 Question. A Primer on Dividends. Death is No Excuse. Busin...

INTERNAL PAGES

legacywealthky.com

1

Should I Invest In REITs?

http://www.legacywealthky.com/resource-center/investment/should-i-invest-in-reits

LPL Account View Online. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?

2

Lifestyle

http://www.legacywealthky.com/resource-center/lifestyle

LPL Account View Online. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Using smart management to get more of what you want and free up assets to invest. Crowdfunding con...

3

Insurance

http://www.legacywealthky.com/resource-center/insurance

LPL Account View Online. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The chances of needing long-term care, its cost, and strategies for covering that cost. This cal...

4

Tax

http://www.legacywealthky.com/resource-center/tax

LPL Account View Online. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Making Your Tax Bracket Work. What I...

5

The Fed and How It Got That Way

http://www.legacywealthky.com/resource-center/investment/the-fed-and-how-it-got-that-way

LPL Account View Online. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. Earnings for All Seasons. Earnings season can move markets. What is it and why is it important? 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Have A Question About This Topic?

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LPL Account View Online. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Your Goals. Your Legacy. Our Guidance. Social Security: The $64,000 Question. A Primer on Dividends. Death is No Excuse. Busin...

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160; . 1390 Willow Pass Road. Concord, California 94520. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. Good employee he...

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Legacy Wealth Management - Legacy Wealth Management - We help you plan for the future by providing quality financial planning advice and products through a network of Consultants.

Your Personal Financial Website. 3 Levels of Expertise. Cash and Credit Management. Young Singles and Families. Personal Wealth Management Strategy. Our Commitment is Our Word. The Value of Advice. The Cost of Advice. In Conversation With Our Investment Specialists. An Interview with Vito Maida. VPI Canadian Equity Pool. IPC Private Wealth Manager Insights. Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM). Now and in future.

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The Legacy Wealth Management Group of Wells Fargo Advisors

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