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The Capital Legacy, LLC

780 Newtown-Yardley Road, Suite 310 Newtown Office Park
Newtown, PA 18940

Phone:

(215)860-8400

Fax:

(215)860-5284

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Complete Support For Your Financial Life

Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and familes we support, balancing ambitious objectives and complicated finances is often a key priority. With Capital Legacy, LLC, you can find the answers and guidance you need – with ongoing support that frees you to spend time enjoying your life.

Financial Planning

Objective:
Build a strategy for pursuing the goals that matter most to you.

  • Comprehensive Financial Planning
  • Cash Flow Modeling
  • Retirement Income Planning
  • Social Security Claiming Strategies

Portfolio Management

Objective:
Select investments that bring your financial plan to life.

  • Custom Portfolio Management
  • Concentrated Position and Diversification
  • Tax Efficient Strategies
  • Tax Loss Harvesting

Long Term Care Insurance

Objective:
Find a policy that meets your needs & budget.

  • Traditional Long Term Care Insurance
  • Hybrid or Asset based policies
  • Short Term or Critical Care Insurance
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning
  • Long-Term Care Insurance Website

Life Insurance

Objective:
Protect your family and manage financial risk.

  • Multi company comparison
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning
Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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