Legacy Wealth Management
Timely Topics
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Timely Topics
Your AccountCommunity Events |
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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.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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 Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much can you afford to pay for a car?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.