Financial Planning and Insurance in the Hamptons and Beyond
View Our Customer Relationship Summary
View Our Customer Relationship Summary
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?