Financial Planning and Insurance in the Hamptons and Beyond
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You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.