Legacy Wealth Management

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Timely Topics
Your AccountCommunity Events |
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An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
This article outlines some important IRS cost-of-living adjustments for 2025.
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.