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
    • Business Ownership
    • Personal Finance
  • Topic
    • Business Owners
  • Media
    • Calculator
How Different Types of Investment Income Are Taxed
4/6/2021
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
Tax Planning
Mitigating Surtaxes Faced by High-Income Earners
3/26/2021
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Read
Read
Tax Deadline Changed to May 17
3/19/2021
The IRS has extended the deadline for filing your 2020 income taxes. Learn more about this important change.
Tax Planning
Check These Financial To-Do’s off Your Spring Cleaning List
3/4/2021
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity
Strategies for Paying an Unexpected Tax Bill
1/29/2021
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
Read
3 Ideas for When the IRS Owes You
1/27/2021
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Read
Opportunity Blooms in Tax Season
1/22/2021
Whether you get a refund or end up owing, you have options.
Tax Planning
Read
Laying the Groundwork for Tax Season
1/7/2021
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Start the New Year With an Organized Outlook
12/14/2020
Get organized this winter season by updating your financial plan and preparing for tax season.
Retirement & Longevity
This SECURE Act Provision May Impact Your Year-End Planning
11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity
Check This List – Twice – Before Year-End
10/12/2020
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.
Tax Planning
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