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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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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.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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