Financial Planning and Insurance in the Hamptons and Beyond
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With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
How much do you need to save each year to meet your long-term financial goals?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine how soon you can pay off your mortgage.