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
One of the things that makes us more effective as financial advisors is our independence.Learn More
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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Building wealth requires protection from the forces of wealth destruction.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.