Legacy Financial Group logoLegacy Financial Group logo
  • Home
  • About Us
    • About Us
    • W. Scott Mowry
    • Iris C. Porush
    • George A. Wright Jr
    • Shannon Crank
    • Shelby Holt
    • Bodie Mowry
    • Our Story
    • Our House
    • Our Investment Philosophy
    • Professional Recognitions
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Family Offices
    • Retirees
    • Sudden Wealth
    • Women
  • Services
    • Services
    • Our Process
    • Banking and Lending Solutions
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Blog
  • Resources
    • Resources
    • Additional Resources
    • Client Access Videos
    • Commentary and Insights
    • News & Events
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
  • Client Access
    • Client Access
    • Forgot your password? Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources
  • Legacy Financial Group
    411 Scotland St Williamsburg, VA 23185-3623 T: 757.220.9730 F: 866.326.9495 TF: 877.542.9346
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Life Events
    • Lifestyle & Technology
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Document
    • Infographic
    • Newsletter
    • Video
Loved Ones, Legacies and Life Insurance
For some estate planning and financial goals, life insurance may be just the solution.
Family & Life Events
Individuals With Disabilities Face Added Planning Challenges
These investors often face additional planning considerations around aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses.
Family & Life Events
Listen
Read
Raising Smart Spenders and Savers
Key financial lessons to teach your children as they grow.
Family & Life Events
Answering Four Common Questions About COVID-19 and 529 Plans
3/15/2021
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Achieving a Better Life Experience
3/8/2021
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
Family & Life Events
Read
Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
Read
Tips for Women Facing a Sudden Career Shift
2/2/2021
The majority of the 20.5 million American jobs lost in April 2020 belonged to women, according to the Bureau of Labor Statistics.
Family & Life Events
Read
Study Confirms Women Most Often Manage Their Households
1/29/2021
Women are more likely than their partners to be managing their homes and children’s schedules.
Family & Life Events
Spark Meaningful Family Conversations During the Holidays
11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving
7 Tips for Financially and Emotionally Navigating a Divorce
11/5/2020
Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Life Events
Load more
Load more
facebooklinkedinenvelope

The future at your fingertips

Legacy Financial Group logoLegacy Financial Group logo
  • Legacy Financial Group: 411 Scotland St Williamsburg, VA 23185-3623
  • T: 757.220.9730
  • F: 866.326.9495
  • TF: 877.542.9346
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use