Legacy Financial, LLC

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

Phone:

Versatile 529 Plans Can Help with More than Just College

529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
Cancer Happens: Insurance Can Help Fortify Your Finances

Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
Read a Good Beige Book Lately?

The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
QLACs: Your Retirement Accounts Can Act Like Pensions

With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.