Financial Planning and Insurance in the Hamptons and Beyond
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Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will It Take to Pay my Balance?
How Long Will Your Funds Last?
Use this calculator to determine whether you qualify for the different types of IRAs.