Financial Planning and Insurance in the Hamptons and Beyond

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Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?