Financial Planning and Insurance in the Hamptons and Beyond
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This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Determine whether you should consider refinancing your mortgage.
How Long Will It Take to Pay my Balance?