Financial Planning and Insurance in the Hamptons and Beyond
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A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Determine whether you should consider refinancing your mortgage.
How Long Will It Take to Pay my Balance?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?