Legacy Planning Alliance, Inc.

Legacy Planning Alliance, Inc. Our firm was founded in 1989 with the goal of assisting our clients in every aspect of their financial lives.

We work closely with clients to help them achieve their goals.

Tax time can be a good time to give your household budget a checkup.
08/26/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
08/24/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Do global and international mutual funds complement or conflict with each other?
08/21/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/19/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/17/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
08/14/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

It’s possible to avoid these classic retirement traps, with a little preparation.
08/12/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
08/10/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/07/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Address

Virginia Beach, VA

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+17575499681

Website

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