Financial Planning and Insurance in the Hamptons and Beyond
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Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.