Financial Planning and Insurance in the Hamptons and Beyond
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A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much can you afford to pay for a car?
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.