Financial Planning and Insurance in the Hamptons and Beyond
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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.
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 importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
This calculator can help you determine how soon you can pay off your mortgage.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.