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Our teams personalized approach provides:

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A clear understanding of your goals

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A well-defined roadmap for achieving those goals

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to Skye Legacy Planning, LLC.

Welcome to the Skye Legacy Planning, LLC. website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal estate, retirement and financial planning needs. You can gain a better understanding of the financial concepts behind insurance, retirement, estate planning, and wealth preservation through our site and working with our knowledgeable and skilled professionals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck