Legacy Wealth Advisors Blog
Network of Professionals
As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.
Why Life Insurance Should Be Part Of Your Estate Planning
By working hard and carefully managing your money, you've set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning.
How To Use Insurance To Provide Your Family With Financial Protection
The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill:- Life insurance.- Critical illness insurance.- Disability insurance.
Retirement Planning
Most of us understand the benefits of sensible retirement planning but when it comes to actually creating your personal retirement strategy and putting it into effect it doesn’t feel quite as straightforward. The reality is that, while there are lots of variables to consider, it isn’t as difficult to create an effective plan for retirement as you may think.
Permanent versus Term Life Insurance – What are the Differences?
You know you need life insurance – but you’re not sure which kind is best for you. There are two main kinds of life insurance:• Permanent, which lasts for your entire life. Premiums can be more expensive, but you can also use the policy to build up cash value.• Term, which is only good for a set amount of time. Premiums are less expensive, and you cannot build up cash value – but coverage is easy to get and understand.We can help you determine which type of insurance is best for you and how much it will cost you.