Legacy Wealth Management
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Timely Topics
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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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How Long Will It Take to Pay my Balance?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.
How much do you need to save each year to meet your long-term financial goals?