Financial Planning and Insurance in the Hamptons and Beyond
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This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This calculator is designed to help you attach a dollar figure to your life’s work.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate how much income and savings you may need in retirement.