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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Currency has been around for a long time. Here’s a quick history lesson.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The latest trends in travel reflect a rich menu of exciting new possibilities.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?