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.
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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.