Legacy Wealth Management
Timely Topics
Your AccountCommunity Events |
|
Newsletters
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
-
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
-
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.