taxes Archives - Legacy Insurance Agency https://legacyinsuranceagency.com/tag/taxes/ Protect, Plan and Prosper Fri, 01 May 2026 17:58:09 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://legacyinsuranceagency.com/wp-content/uploads/2015/04/Legacy-LifetimeBank-400-e1453402663782-100x100.jpg taxes Archives - Legacy Insurance Agency https://legacyinsuranceagency.com/tag/taxes/ 32 32 Mortgages and Wealth Transfers https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/ https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/#respond Tue, 17 Jan 2023 22:31:25 +0000 https://legacyinsuranceagency.com/?p=6160 Home Mortgages and Wealth Transfers originally posted from MoneyTrax and Don Blanton

Mortages

We are of the opinion that everyone should have their home paid off and paid off as fast as possible—but choosing the right loan to accomplish that can be confusing.

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]]> https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/feed/ 0 Who’s Really in Control of Your Money? https://legacyinsuranceagency.com/whos-really-in-control-of-your-money/ Sun, 23 Jun 2019 17:23:45 +0000 https://legacyinsuranceagency.com/?p=3119 Who's Really in Control of Your Money? Most of our income and savings are held by the financial institutions. And, in most cases invested in government plans, dictated by the IRS (ie 401k, 403b, IRA, SEP, ROTH, etc).

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]]> Retirement Income Killers https://legacyinsuranceagency.com/retirement-income-killers/ Thu, 14 Mar 2019 17:54:28 +0000 https://legacyinsuranceagency.com/?p=2931 how to avoid these retirement income killers, and achieve financial independence

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]]> The Federal Reserve – The Creature from Jekyll Island (book and audio) https://legacyinsuranceagency.com/the-federal-reserve-2/ Mon, 24 Dec 2018 02:33:23 +0000 https://legacyinsuranceagency.com/?p=2754 The Federal Reserve -
The Creature from Jekyll Island book and audio.

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]]> Independence Day https://legacyinsuranceagency.com/independence-day/ Wed, 04 Jul 2018 13:16:33 +0000 https://legacyinsuranceagency.com/?p=2421 Independence Day Our Independence Day, more commonly known as the 4th of July, is when we commemorate the United States adopting the Declaration of Independence and when we declared our independence from the Kingdom of Great Britain. Independence Day is traditionally associated with fireworks, BBQ’s and family. As we celebrate our Independence Day, let’s remember what our independence really means… The colonists rebelled against the British Crown and taxation. Today, some 241 years later, our country faces a similar situation that would have our founding fathers rolling in their graves. Our federal government is destroying our freedoms and is larger and more oppressive than ever.

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]]> Tax Planning – The Time to Plan is Now https://legacyinsuranceagency.com/tax-planning/ Mon, 16 Apr 2018 20:13:20 +0000 https://legacyinsuranceagency.com/?p=2310 Tax Planning – The Time to Plan is Now Just because the tax deadline has passed doesn’t mean you can’t plan for future taxes. Now is the time to plan for next year, your future, and your family’s future. You may have heard the old adage, “People don’t plan to fail, they fail to plan.” A Team Apporach to Tax Planning By taking a proactive approach to your tax planning, you can anticipate costs and plan accordingly. Sometimes this takes a team approach with multiple advisors. For business owners and high income earners, you will want to consider all options including deductions, deferrals and depreciation.

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]]> Asset Allocation Mix https://legacyinsuranceagency.com/asset-allocation-mix/ Wed, 28 Mar 2018 19:39:52 +0000 https://legacyinsuranceagency.com/?p=2270 Asset Allocation MixRisk – Taxation – Accessibility Establishing an appropriate asset allocation mix might sound confusing, but it doesn’t have to be. If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts—on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At first glance, this approach seems a bit odd, but it turns out to be quite clever. When the weather is cold, it’s easier to sell hot cups of coffee. When the weather is hot, it’s easier to sell

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]]> The Federal Reserve Meeting – testimony from Chairman Jerome Powell https://legacyinsuranceagency.com/the-federal-reserve-meeting/ Thu, 01 Mar 2018 17:11:32 +0000 https://legacyinsuranceagency.com/?p=2143 The Federal Reserve MeetingsJerome Powell Testimony The Federal Reserve Meetings with testimony from Chairman Jerome Powell. The Federal Reserve, the Central Bank of the United States, meets regularly to discuss financial issues and economic conditions. Chairman Jerome H. Powell testified before the Committee on Financial Services, U.S. House of Representatives, Washington, D.C. on March 1, 2018. Chairman Powell submitted identical remarks to the Committee on Banking, Housing and Urban Affairs, and the U.S. Senate. In his testimony, Chairman Powell said the central bank does not see strong evidence of wage inflation and that there is no evidence that the U.S. economy is overheating. FEBRUARY 27, 2018 Monetary

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]]> 8 Scary Truths About Your Qualified Plan 401k / IRA https://legacyinsuranceagency.com/8-scary-truths-qualified-plan-401k-ira/ Tue, 24 Oct 2017 23:04:49 +0000 http://legacyinsuranceagency.com/?p=2010 8 Scary Truths About Your Qualified Plan 401k/IRA Retirement Account 8 Scary Truths About Your Qualified Plan 401k that your employer’s not telling you. What you need to know about your 401k and IRA What you need to know about your 401k before you contribute another dime. If you are pondering the thought of contributing more than your match to your 401k or whether or not to make an end of year contribution to your IRA, THINK AGAIN! Before you put another dime into your 401k, 403b, TSP, SEP or other IRA you need to know what the government and your employer aren’t telling you.

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]]> Declare Independence https://legacyinsuranceagency.com/declare-independence/ Tue, 04 Jul 2017 05:44:58 +0000 http://legacyinsuranceagency.com/?p=1955 Declare Independence Declare independence by taking control of your freedoms and finances. Our Independence Day, more commonly known as the 4th of July, is when we commemorate the United States adopting the Declaration of Independence and when we declared our independence from the Kingdom of Great Britain. Traditionally, Independence Day is associated with fireworks, BBQ’s and family. As we celebrate our Independence Day, let’s remember what our independence really means… The colonists rebelled against the British Crown and taxation. Today, some 241 years later, our country faces a similar situation that would have our founding fathers rolling in their graves. Our federal government is destroying our

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