Financial Planning and Insurance in the Hamptons and Beyond

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On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Will you be able to afford nursing home care?
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.