Financial Planning and Insurance in the Hamptons and Beyond
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This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.