Legacy Wealth Planning Turns 18!

March 13th, 2024 by Legacy Wealth Planning

Late Summer 2004 – Why not go independent and buy our own building, create equity, get a better income for our work, and most importantly, service our clients as we need and want to? These were the thoughts going through our minds when we began to wonder what building our own business would look like […]

Read More

Employee financial wellness programs are important for a number of reasons. By providing employees with the tools and resources they need to manage their finances, financial wellness programs can help mitigate these negative effects.

Read More

In the dynamic world of entrepreneurship, small business owners must constantly seek ways to stand out and access opportunities. Obtaining a Women’s Business Enterprise (WBE) certification for a woman-owned business could be a game-changer for women entrepreneurs. Here are a few of the valuable benefits that come with being a certified woman-owned business.

Read More

Caring For Your Family Members While Preparing For Retirement

February 14th, 2024 by Legacy Wealth Planning

The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.

Read More

5 Tax Planning Tips for Women Entrepreneurs

February 7th, 2024 by Legacy Wealth Planning

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability and might improve your future finances.

Read More

Investing in Black-Owned Businesses

January 31st, 2024 by Legacy Wealth Planning

There’s a growing recognition of the importance of diversity and inclusion, particularly when it comes to where Americans spend and invest their hard-earned dollars. Individuals may increase inclusion by investing in and patronizing Black-owned businesses.

Read More

4 Tax Planning Tips for High-Net-Worth Families 

January 17th, 2024 by Legacy Wealth Planning

Tax planning might be complex, but it’s also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime.

Read More

How to Estimate Your Quarterly Taxes as a Small Business Owner 

January 10th, 2024 by Legacy Wealth Planning

For profitable small businesses, paying quarterly estimated taxes is part of the tax process to potentially avoid penalties at the end of your fiscal year.

Read More

Important Lessons from 2023

January 4th, 2024 by Legacy Wealth Planning

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year. It wasn’t only stock investors who had plenty to cheer about. […]

Read More

Protect Yourself From Tax Identity Theft as You Approach Retirement

January 3rd, 2024 by Legacy Wealth Planning

Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life.

Read More