Financial Planning and Insurance in the Hamptons and Beyond
View Our Customer Relationship Summary
View Our Customer Relationship Summary
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.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.