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.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.
Will you be able to afford nursing home care?