Financial Planning and Insurance in the Hamptons and Beyond
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The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine how soon you can pay off your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.