Financial Planning and Insurance in the Hamptons and Beyond
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Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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 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.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.