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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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.


Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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