Financial Planning and Insurance in the Hamptons and Beyond
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An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.