Financial Planning and Insurance in the Hamptons and Beyond
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High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How Long Will Your Funds Last?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.