Financial Planning and Insurance in the Hamptons and Beyond
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You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
How much life insurance would you need to produce a sufficient income stream for your family?
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.