Financial Planning and Insurance in the Hamptons and Beyond
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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.
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.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much will it cost to pay off a loan over its lifetime?