Financial Planning and Insurance in the Hamptons and Beyond
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Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.