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.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?
This calculator can help you determine whether you should consider converting to a Roth IRA.