Financial Planning and Insurance in the Hamptons and Beyond
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The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Will you be able to afford nursing home care?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.