WISE Retirement Solutions®
Wealth Management
Income Planning
Security / Protection
Estate Planning
Visit us on Facebook:
https://www.facebook.com/legacyfinancialassociates
Newsletters
-
Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Savings Accumulation
Estimate the future value of your current savings.