Financial Planning and Insurance in the Hamptons and Beyond
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An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Will you be able to afford nursing home care?
How Long Will Your Funds Last?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.