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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are six flags that may make your tax return prime for an IRS audit.
What’s the deal with your yearly free credit report?
The federal government requires deceased individuals to file a final income tax return.
There are common mistakes you can avoid when saving for retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all your options when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s been a lot of talk about Tax Reform. What might it look like?