Financial Planning and Insurance in the Hamptons and Beyond

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There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Use this calculator to determine whether you qualify for the different types of IRAs.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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