Financial Planning and Insurance in the Hamptons and Beyond
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There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.