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.
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much do you need to save each year to meet your long-term financial goals?