Your Retirement Journey Begins Here...
Legacy Capital Planners, LLC is a comprehensive retirement planning firm that helps the Washington DC Metropolitan area’s soon-to- be retired and retiree residents effectively plan for and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:
- Protect and preserve your retirement savings and investments
- Create an income plan for retirement
- Structure health care medical coverage through Medicare
- Plan for long-term care medical needs
- Develop and implement an estate plan
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are ways to improve your physical fitness without denting your fiscal fitness.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Being healthy not only makes you feel good, it may also help you financially.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, covering how bond laddering works.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There are things you can do to keep yourself safe when you lose your wallet.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.