Financial Planning and Insurance in the Hamptons and Beyond
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This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?
Estimate the future value of your current savings.