Financial Planning and Insurance in the Hamptons and Beyond
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The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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 Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.
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.