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Hello,

This month, our newsletter explores the following topics:

• Five reasons to have multiple savings accounts
• Inherit your parents’ stuff? What to do
• How to negotiate best early retirement deal
• Maximum possible social security benefit in 2020
• Tips for managing personal finances amid the pandemic

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

Sincerely,

David and Jonathan Mosenson
President and Vice President

5 Reasons To Have Multiple Savings Accounts

Savings accounts are designed to be a safe place to stow away money so you can reach your financial goals. But if you’re saving for more than one goal, you might need more than one piggy bank. Read More >

What To Do When You Inherit Your Parents’ Stuff —And You Don’t Want It

One of the most daunting tasks an adult child will eventually have to face is the handling of their parents’ estate and all of its contents accumulated over a lifetime. What you need is a game plan in advance. Here are some tips. Read More >

A Wave Of Early Retirement Hits The Workforce. How To Negotiate The Best Package For You

As companies look for ways to reduce their workforce to trim costs during the pandemic, more are offering early retirement packages to their employees. And it’s not just affecting individuals in their late 50s or older. Younger workers in their 40s are getting offers too. Read More >

What Is The Maximum Possible Social Security Benefit In 2020?

Qualifying for payments worth $3,000 or more requires some serious career planning throughout your life. Here’s what you need to do to qualify for the maximum possible Social Security payment. Read More >

Coronavirus: Tips For Managing Personal Finances Amid The Pandemic

Now is not the time to panic about finances, according to one personal finance expert, but rather take control. The market uncertainty is top of mind for many, along with shifting retirement plans and savings. What’s the best thing to do? Read More >