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Hello,

This month, our newsletter explores the following topics:

• Why buy life insurance outside work?
• Five mistakes can implode estate planning
• Insurance checklist for college students and parents
• Health savings accounts get even better
• 14 Social Security tasks you can do online
• Tips to teach your kids lifelong money lessons

We hope you’re having a great August. Please contact us if we can help you with your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Pete The Planner: Do I Need To Buy Life And Disability Outside Of My Job?

Group life and group disability benefits are fantastic. However, they should not be used in place of policies you can buy outside of the workplace, especially when it comes to life insurance.. Read More >

5 Mistakes Can Implode An Estate Planning Strategy

Making the wrong move on an estate planning document, given the complexities of estate finances, can turn into a big problem – especially for your family after you’re gone. Consider some of the most common – and destructive – estate planning mistakes. Read More >

Insurance Checklist For College Students And Their Parents

Sending your children off to college can be nerve-wracking—especially in these uncertain times. Here’s what you and your kids need to know about the types of coverage to consider as they head off to college—and ways to keep the cost of coverage under control.. Read More >

Health Savings Accounts Get Even Better

A health savings account is a powerful, tax-advantaged tool to cover out-of pocket medical expenses and a smart way to save for medical expenses in retirement. New rules in 2020 let HSAs and flexible spending accounts (FSAs) cover even more of your health expenses. Read More >

14 Social Security Tasks You Can Do Online

Why visit a government office to get your Social Security business done? You can do much of that online. Read More >

Use These 6 Tips To Teach Your Kids Lifelong Money Lessons During The Pandemic

Hate talking about money with your kids? Here are six dos and don’ts to help your kids, no matter their age, learn about money. Read More >