Legacy Wealth Management
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Timely Topics
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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.
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.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much can you afford to pay for a car?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Knowing your likely life expectancy is an important factor in making long-term financial plans.