Financial Planning and Insurance in the Hamptons and Beyond
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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.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.