Intelligent solutions for today’s investors
I’m Randy Taylor, a registered representative with The Legend Group, located in Shippensburg, PA. I work with individuals, families, businesses, and school districts in South Central Pennsylvania and Northern Maryland. I am a firm believer in setting goals, finding solutions, and providing great service. Thank you for visiting my website. I look forward to helping you meet your financial goals. –Randy
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If you find it hard to attain personal life goals, there’s an app for that!
Knowing the rules may help you decide when to start benefits.
What’s the deal with your yearly free credit report?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.