Financial Planning and Insurance in the Hamptons and Beyond
View Our Customer Relationship Summary
The Luss Group, Inc. Insurance and Financial Services
45 Main Street
Southampton,
NY
11968
Phone:
- 631-283-6875
Fax:
- 631-283-3517
E-mail:
Newsletters
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.