< Back to Newsletters

Hello,

This month, our newsletter explores the following topics:

• Working from home? Should you pay higher taxes?
• How to organize your digital life for your heirs
• How cash-out mortgage refinancing works
• Three strategies to save money and build wealth

If we can help you with your finances, please contact us. Have a happy new year!

Sincerely,

David and Jonathan Mosenson
President and Vice President

Should You Pay Higher Taxes Because You Work From Home?

Many people are discovering they enjoy working from home. Should they pay higher taxes if they decide to stay away from the office even after the pandemic? Read More >

Don’t Leave Grieving Relatives Searching For Your Passwords: Here’s How To Organize Your Digital Life Before You Die

There was a time when you didn’t worry much about your email or usernames and passwords for various financial and other accounts. But now you must make sure that your loved ones have access to your digital assets should you die. So how do you make sure your digital assets don’t die with you?. Read More >

Cash-Out Mortgage Refinancing: How It Works And When It’s The Right Option

cash-out refinance replaces your current home loan with a new mortgage that’s higher than your outstanding loan balance. How does it work? Find out the pros and cons here. Read More >

3 Strategies To Save Money And Build Wealth, Even If You Feel Like You Don’t Earn Enough

It’s true that millennials as a generation are facing serious headwinds, but many people have the ability to save or invest, even on a small scale. Three strategies you can use to save more are to treat savings like an expense, set up automatic transfers, and make a plan for how you’ll spend windfalls. Read More >