Financial Planning and Insurance in the Hamptons and Beyond
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Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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.
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.
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.
How much would your monthly lease payment be?
Use this calculator to determine whether you qualify for the different types of IRAs.
How much will it cost to pay off a loan over its lifetime?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.