Legacy Wealth Management
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Matthew G. Bishop, CFP(R), Sr. Vice President-Investments |
Newsletters
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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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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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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 70½.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
| Nasdaq 100 | 7,940.33 | +0.91% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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