Financial Planning and Insurance in the Hamptons and Beyond
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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.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future value of your current savings.