Financial Planning and Insurance in the Hamptons and Beyond
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This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?