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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine how soon you can pay off your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.