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Hello,

This month, our newsletter explores the following topics:

• Is it wise to buy a second home?
• How Buffett’s frugal habits can save you money
• New government efforts to help small businesses
• The benefits of working longer
• Four healthcare strategies for entrepreneurs and gig workers
• How to overcome challenges to saving for retirement

If we can help you with your finances, please contact us. Have a wonderful summer!

Sincerely,

David and Jonathan Mosenson
President and Vice President

Does It Make Sense To Buy A Second Home?

For the right individual, two homes may be a great plan. But for the wrong homeowner, plenty can go awry. There are a lot of considerations when it comes to investing in a second home. Read More >

8 Ways Warren Buffett’s Frugal Habits Can Save You Money

He might have billions of dollars to his name, but unlike other celebrities and financial gurus, Warren Buffett prefers to live life simply. Buffett is concerned about rising prices but he has some time-tested strategies to help you tighten your belt when you need to. Here are 8 ways Buffett’s frugality can help you save and spend wisely. Read More >

Here Are The New Government Efforts To Help Small Businesses

Since the passage of the American Rescue Plan signed into law on March 11, there are lots of new benefits and government support for small businesses. What are the changes to the Paycheck Protection Program (PPP) and new available funds? Read More >

The Benefits Of Working Longer

Delaying retirement for a couple of years—or even a few months—is the most effective way to improve your retirement security. It’s worth starting to think about how long you’ll keep working, even if you’re a decade or more away from traditional retirement age. Read More >

4 Strategies For Entrepreneurs And Gig Workers Who Want To Take Control Of Their Healthcare

As you grow up and start a family, you learn more about healthcare so you can be ready and informed in the event of a health crisis in your home. Here’s an overview of how to find an affordable policy that will cover you, your employees and your family, plus how to lower your taxes at the same time. Read More >

Saving For Retirement Is Getting Harder. Here’s What To Do About It.

Over the years, new obstacles have cropped up that have made saving enough a much more daunting prospect than it used to be. The pandemic has hurt people’s ability to save, but it’s far from the only challenge today’s workers face. Here’s a look at four more and what you can do about them. Read More >