Legacy Wealth Management
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Timely Topics
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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?