Legacy Financial, LLC

321 Reed St Suite 2
P.O. Box 136 Akron, IA 51001

Phone:

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.