Legacy Wealth Management
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Timely Topics
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This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.