Financial Planning and Insurance in the Hamptons and Beyond
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Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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.
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.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future value of your current savings.