Legacy Wealth Management
Our office remains closed to in-person meetings; however, we are available during normal business hours (8am-5pm).Timely Topics
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Ralph A. Brozzo, CFP(R), Sr. Vice President-Investment |
Newsletters
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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Is a High-Deductible Health Plan Right for You?
What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Car Affordability
How much can you afford to pay for a car?