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 compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
How much can you afford to pay for a car?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will It Take to Pay my Balance?
A balance sheet summarizes your assets and liabilities and reveals your net worth.