WISE Retirement Solutions®
Wealth Management
Income Planning
Security / Protection
Estate Planning
Visit us on Facebook:
https://www.facebook.com/legacyfinancialassociates
Newsletters
-
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?