Financial Planning and Insurance in the Hamptons and Beyond
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Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine whether you should consider converting to a Roth IRA.