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Retirement

Tying to Knot

According to the US Census Bureau, about 1 in 5 people over the age of 60 have married at least twice. However, all marriages are ...

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Annuities

Back to Basics

An annuity is a financial product designed to provide a regular, guaranteed income stream (backed by the claims-paying ability of the carrier) over a specified ...

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Retirement

Limits on Deductibility

We’ve spoken in the past about annual contribution limits into qualified accounts, but have not focused on the nuances of the income limits for tax ...

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Retirement

Pay Attention!

We’re inundated with so many changes to rules related to retirement, that we oftentimes tell ourselves we can just ignore them and “focus on them ...

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Annuities

Financial Stability

According to many experts, knowing your cash flow is the most important piece of information you will need in order to tell if you are ...

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Legacy 360° Financial & Wealth Management LLC

2767 Geryville Pike, Suite B

Pennsburg, PA 18073

Phone: (800) 887-2981
Fax: (877) 233-8357
Email: info@legacy360fwm.com

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Theodore Moyer, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Legacy 360° Wealth Management LLC and GWM are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Legacy 360° Financial LLC, License #825355, and Theodore Moyer, License #597025.

By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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