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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.

View Calculators

Contact Us

Please feel free to contact us with any questions.

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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.

Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Index Funds: Traditional and Not-So-Traditional

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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Required Minimum Distributions

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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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