Legacy Investment Advisors

Newsletters

Indexed Annuities: Potential for Growth with Some Downside Protection

This article provides an overview of indexed annuities.
ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Playing Fair: New Consumer Protections for Airline Passengers

Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

Net Worth

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

Estimate the future value of your current savings.
Tax-Deferred Savings

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.