Financial Planning and Insurance in the Hamptons and Beyond
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This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.