Legacy Wealth Management

Timely Topics
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Timely Topics
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Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
This article looks at some of the demographic trends and economic challenges related to global aging.
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
How much can you afford to pay for a car?
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to determine whether you qualify for the different types of IRAs.
How much will it cost to pay off a loan over its lifetime?