Financial Planning and Insurance in the Hamptons and Beyond
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This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Use this calculator to estimate how much income and savings you may need in retirement.
How much will it cost to pay off a loan over its lifetime?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Knowing your likely life expectancy is an important factor in making long-term financial plans.