Legacy Wealth Management
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Newsletters
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?