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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Try these activities to keep your brain sharp.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The tax rules that govern donating art are complex and confusing. Take a closer look.
For some, the social impact of investing is just as important as the return, perhaps more important.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.