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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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A Few Words About Us

We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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