Financial Planning and Insurance in the Hamptons and Beyond
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This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Will you be able to afford nursing home care?
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.