Legacy Wealth Management
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Timely Topics
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Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much can you afford to pay for a car?