Striving to fulfill the highest professional and ethical standards by consistently acting in our client’s best interest.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
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Understanding Today's Financial Environment
Welcome, we are Legacy Capital LLC, a financial organization in Forest Lake, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Couples may be able to head off many of the problems in a marriage that money can cause.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Simple steps may help you foil hackers and protect your privacy.
The true cost of raising a child may be far more than you expect.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.