Financial Planning and Insurance in the Hamptons and Beyond
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This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much can you afford to pay for a car?
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.