Legacy Wealth Management
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Timely Topics
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A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine how soon you can pay off your mortgage.