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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much would your monthly lease payment be?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.