Understanding Today’s Financial Environment
Welcome, we’re Legacy Wealth Advisors, a financial planning organization in Manalapan, NJ. We understand that individuals face unique challenges as they prepare for their financial well being. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement distribution planning, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our founding partners, Eric Sandowsky and Jay Gilston, have over 45 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Legacy Wealth Advisors is an independent agency of Ohio National Life Insurance Company
Ohio National Financial Services offers life insurance and disability income insurance products through the Ohio National Life Insurance Company and the Ohio National Life Assurance Corporation.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Lifestyle considerations in creating your retirement portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
When should you take your Social Security benefit?
Around the country, attitudes about retirement are shifting.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.