Broker Check
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101
Agent Photo

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.

Learn more

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.

Learn more

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.

Learn more

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow