Financial Planning and Insurance in the Hamptons and Beyond
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This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Will you be able to afford nursing home care?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.