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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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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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Home | Legacy Wealth Management | legacywealthmanagement.biz Reviews

https://legacywealthmanagement.biz

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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legacywealthmanagement.biz

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Team | Legacy Wealth Management

http://www.legacywealthmanagement.biz/team

1390 Willow Pass Road. Concord, California 94520. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? Edward Shockley, ChFC, CRC. As Client R...

2

Resources | Legacy Wealth Management

http://www.legacywealthmanagement.biz/resource-center

1390 Willow Pass Road. Concord, California 94520. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Products & Ser

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1390 Willow Pass Road. Concord, California 94520. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Check the background of your financial professional on FINRA's BrokerCheck. Edward L. Shockley, California Insurance License #0594598. William A. Lahl, California Insurance License #0H32175.

4

Should I Invest In REITs? | Legacy Wealth Management

http://www.legacywealthmanagement.biz/resource-center/investment/should-i-invest-in-reits

1390 Willow Pass Road. Concord, California 94520. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? Four Really Good Reasons to Invest. There are four very good reasons to start investing. Do you know what they are? 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.

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Insurance | Legacy Wealth Management

http://www.legacywealthmanagement.biz/resource-center/insurance

1390 Willow Pass Road. Concord, California 94520. 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? Extended Care: A Patchwork of Possibilities. Assess Life Insurance Needs.

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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 | Legacy Wealth Management

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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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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505 South Lenola Road. Moorestown, NJ 08057. Our Mission and Vision. Our Products and Services. Second to Die Life Quote. Long Term Care Quote. Individual Health Insurance Quote. Group Health Insurance Quote. Legacy Wealth Plan Client Website. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. It's import...

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