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Lighting the Fire within Your Employees


When your company helps your employees reach their aspirations, they become motivated, loyal, and more focused on you.  Lane Legacy lives to energize your employees by putting their aspirations within reach and reduce their financial stress.  When your company offers our services as a benefit, your bottom line improves with significantly increased productivity and reduced turnover costs.

Lane Legacy lights the fire within your employees by training your employees to identify goals (most of which are financial related), provide personal finance training, one on one counseling, and goal tracking to help your employees realize their aspirations.  When your company offers the HR benefit of the pursuit of Employee Aspirations, your employees increase productivity and reduce turnover.  



Improving Corporate Performance through Employee Engagement

We help your employees reach their aspirations so that businesses realize increased productivity, lower turnover, and better corporate performance.

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Improving Small Business Cash Flow

We provide a 40 point inspection to reduce your small business costs, improve your monthly cash flow, and improve your service.

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Lane Legacy developed Tools & Resources

To enhance our capabilities, Lane Legacy has developed Personalized "Life" books, an employee financial education app, a branded 'life story' app, and a goal tracking system.

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Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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