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.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
This calculator is designed to help you attach a dollar figure to your life’s work.
Will you be able to afford nursing home care?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.