Insurance and Financial Planning Services in the Hamptons and Beyond

Welcome and thank you for visiting the online home of The Luss Group, Inc.  We hope our website reflects the professional, yet comfortable feeling of our office here in Southampton, NY.

It is our hope that our site helps you find learning about various financial topics easy, and that you might discover ideas and financial strategies you never realized are possible.

Contact us with your questions.  We are available to help you with your financial needs.   Reach us by phone at (631) 283-6875 or e-mail us.



 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

More Newsletters →