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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Matthew G. Bishop, CFP(R), Sr. Vice President-Investments |
Newsletters
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,657.42 | -0.88% |
| Nasdaq 100 | 10,936.98 | -1.30% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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