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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Building wealth requires protection from the forces of wealth destruction.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.