Financial Planning and Insurance in the Hamptons and Beyond
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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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?
How much would your monthly lease payment be?