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Legacy Estate Planning Coordinators

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Mount Laurel, NJ
Legacy Estate Planning Coordinators

Legacy Estate Planning Coordinators offers a unique and highly specialized service to help senior citizens preserve and protect their estates.

02/19/2021

Start Planning for Your 2021 RMDs Now

The CARES Act waived required minimum distributions from IRAs and 401(k)s for 2020, but the waiver was not extended with the most recent COVID relief package.

01/28/2021

7 Things to Consider If You Are Planning to Retire This Year

It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

01/18/2021

This is a retirement surprise you’re probably not planning for

People are retiring earlier, but not always by choice. Health issues or job losses are often the contributing factors. Early retirement is living the dream when planned for however, when unanticipated, can have a significant impact on your ability to live the lifestyle you envision. A difference of a couple of years can make a bigger difference than you’d think. Minimize this risk by having a view into what you will need and be intentional about your plan to get there. "Even if you don’t plan to retire early, you should save like you may have to."

You may have to leave the workforce sooner than expected. One big reason today's retirees cut their careers short: their health. Here's how to save with those unexpected events in mind.

01/13/2021

Here’s a decade-by-decade guide to retirement planning

Hitting key milestones at early ages can get you in solid financial shape for retirement. Saving in 401(k) plans, and individual retirement accounts can help.

12/29/2020

People are retiring earlier, but not always by choice.

You may have to leave the workforce sooner than expected. One big reason today's retirees cut their careers short: their health. Here's how to save with those unexpected events in mind.

12/16/2020

What You Need to Know About Taxes and Your Retirement

Planning for retirement can be fairly complex as there are multiple factors to consider. One of them is everyone’s favorite topic – taxes! It could be your biggest retirement expense.

When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. But the topic of taxes and your retirement income is vitally important for your retirement planning.

12/08/2020

“How much should I save for retirement?”

This article explores 4 key things that may cost more in retirement.

While certain work-related costs, such as commuting, parking, clothing or uniforms, and even that daily latte may cease, other costs for travel, entertainment and healthcare can quickly replace, or outpace, expenses incurred during your working years.

08/27/2020

3 Timeless Lessons for Your Retirement Plan

How you approach retirement planning is important for your life after work. Here are three key retirement lessons for you to consider

Just like most things on Wall Street, there are several ways to successfully plan for your retirement, the key is to find one that works for you.

08/03/2020

A Good Plan Starts With Goals – Here are Tips on Goal-Setting for Your Financial Life

A good overview of the importance of setting goals in financial planning and key steps to consider.

To live comfortably now and in retirement, setting financial goals for the short-, mid-, and long-term is crucial. Here are the key steps to take.

07/10/2020

How Life Insurance Works

Business Insider breaks down how life insurance works.

How does life insurance work? It gives your loved ones an income source if you pass away, and a term policy won't cost you much per month.

07/06/2020

Written before the pandemic and its impact on the economy and the stock market, but still relevant for soon-to-be-retirees. Covers some key steps you may want to take before transitioning into retirement.

The year before entering retirement is an important period for every investor.

06/24/2020

A large majority of people don’t have a view into what their monthly expenses are outside of their non-discretionary bills. In fact, most people underestimate what they spend in a given month.

Budgeting can seem simple in concept, but tricky in practice. Here’s a great, no-nonsense perspective on how to effectively establish a budget for you and your household.

Budgeting is basic. It seems like a personal finance 101 lesson, and let’s face it, book covers and marketing for budgeting guides seem more aimed at a middle schooler than you, a competent adult who somehow manages to usually have enough money for stuff.

Address

309 Fellowship Road, Suite 200
Mount Laurel, NJ
08053

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://legacyepc.com/

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