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Some clients have questions about providing funding for education  for children or grandchildren.  Rising education costs can deplete retirement savings if not planned for properly.  Legacy will provide recommendations on projections for college costs, savings strategies, tax incentives, and funding options.  Other planning questions that will be answered through our comprehensive planning process are:

  • Should I refinance my mortgage?      
  • What debt should I pay off first?
  • Do I have adequate insurance through my employer?
  • Is the company contribution to my retirement plan sufficient?