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Investing Basics

Understanding basic investment concepts can be important to your financial success. Take a look at the articles and calculators to help you along the way.

Year-End Tax Saving Tips

Here are some tips you can use to save money when tax time rolls around next year.

Life's Financial Journey

Does your investment plan meet your changing needs?

Does College Really Pay Off?

Skyrocketing higher education costs continue to raise questions about the return on investment students can expect from four years of college. The good news is, it's substantial.

Financial Health is Vital to Your Future

When was the last time you had your financial checkup?

Interactive Pyramid of Financial Needs

How is your financial stability? The Pyramid of Financial Needs may help you identify gaps that exist in your financial plan.

New to Investing: How do I get started with investing?

Many people don’t know where to begin when it comes to investing. They find themselves overwhelmed by the vast amount of information, wide array of choices, and the risks involved with investing. So much so that it prevents them from taking those first steps and, as a result, they never start at all. Whether you are a recent college graduate, climbing the corporate ladder, or preparing for retirement, it’s never too soon nor too late to begin. Here are a few basics to keep in mind.

Managing Investments: What should I consider as an active investor?

Life changes and so do your needs over time. Whether you are planning for college, saving for retirement, looking to generate income from your assets, or investing to create a legacy, the creation of a well-conceived plan may mean the difference between achieving your objectives and falling short.

Approaching Retirement: How do I get ready to retire in a few years?

Just as you may have developed and adhered to a retirement savings plan, it’s wise to design an investment and income distribution plan to keep your assets working for you throughout retirement. Your strategy should provide the potential to weather the markets’ ups and downs, as well as the growth potential to meet your income requirements for the years to come. Your Financial Professional can offer guidance and practical solutions to facilitate the planning process, and help you create a workable strategy so you can relax and feel secure as you prepare for the road ahead.

Enjoying Retirement: How do I manage when I am in retirement?

The transition from working and accumulating /assets to retiring and drawing an income poses a unique set of financial considerations. One of the biggest challenges you may face is determining how to generate an income stream from your hard-earned retirement savings that will support your new lifestyle – and last as long as you need it.
Retirement Nest Egg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
Credit Card Payoff Calculator Use the Credit Card Payoff Calculator to see what it will take to pay off your credit card balance and what you can change to meet your repayment goals.
Roth vs. Traditional IRA Calculator The Roth vs. Traditional IRA Calculator can help you determine which IRA may be the best option for your situation.
College Savings Calculator Develop or fine tune your education savings plan with the College Savings Calculator.
Paycheck Analyzer How your retirement contribution effects your paycheck.
Cash Flow/Budget Calculator By entering your income and monthly expenditures, you can see how much you have left to save or invest and where your money is being spent.
Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.