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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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A Few Words About Us

We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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