Financial Planning and Insurance in the Hamptons and Beyond
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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.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to determine whether you qualify for the different types of IRAs.
Compare the potential future value of tax-deferred investments to that of taxable investments.