Legacy Quest Advisors, LLC

We are an Independent Wealth Management firm providing risk management, asset management, investment advice, and leading edge market insights.

Our team is comprised of seasoned industry professionals with a proven record of success.  Our shared history has led to a common philosophy toward managing money, and frontline experience in meeting the needs of our clients.

Providing Investment Research From:

 

 Weekly Economic Commentary Wachovia is committed to providing valuable economic information. Their economists provide insight into current events that impact the economy and financial markets. The economic reports are in the Adobe Acrobat PDF format, which is suitable for printing.

This Week's Report

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

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