Financial Planning and Insurance in the Hamptons and Beyond
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A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will It Take to Pay my Balance?