Legacy Wealth Management

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Timely Topics
Your AccountCommunity Events |
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The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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.
Here are some things to consider when weighing potential tax moves before the end of the year.
Estimate the future value of your current savings.
How Long Will Your Funds Last?
How much do you need to save each year to meet your long-term financial goals?
A balance sheet summarizes your assets and liabilities and reveals your net worth.