Legacy Wealth Management
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Timely Topics
Your AccountCommunity Events |
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A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Compare the potential future value of tax-deferred investments to that of taxable investments.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine whether you should consider converting to a Roth IRA.