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Legacy Wealth Management of

Benjamin F. Edwards

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

September

The world of higher education is constantly evolving. Here are some key updates for 2026.

September

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

September

This article explains newly implemented and upcoming tariffs and their potential economic impact.

August

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

July

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

July

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

June

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

June

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

May

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.

April

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

April

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

March

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

March

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

February

Here are answers to some key questions about required minimum distributions.

February

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

January

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

December

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

November

Shows how transfer-on-death designations help avoid probate costs.

November

Describes how Roth accounts can generate tax-free retirement income.

November

Describes financial burdens associated with end-of-life care and funerals.

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Check the background of this financial professional on FINRA's BrokerCheck