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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
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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

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How Income Taxes Work

A quick look at how federal income taxes work.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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