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Hello,

This month, our newsletter explores the following topics:

• Required withdrawals from retirement accounts: what to know
• Renting vs. buying your next home in retirement
• School-taught lessons you must unlearn for your business
• 65 and working? Avoid these costly Medicare mistakes
• Millennial homeowners regret buying their home, survey finds
• Enhanced child tax credit payments start July 15

If we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Required Withdrawals From Retirement Accounts Are Back This Year. What To Know.

Required minimum distributions — the amount that you must take each year from most retirement accounts when you join the older crowd — are again in force for 2021 after being waived for 2020. When can you delay your first RMD? When do RMDs don’t apply to an account? Read More >

Should You Rent Or Buy Your Next Home In Retirement?

The housing market is hot, and it’s a great time to sell your home. If you’re thinking about renting your next home instead of buying, consider the pros and cons of the decision. Read More >

3 Lies They Tell You In School That Hurt You In Business

If you hold on to everything you learned at school, you’ll fail in business. Here are three lessons that you absolutely must not carry with you if you plan to succeed in business. Read More >

Turning 65 And Still Working? Be Sure To Avoid Costly Medicare Mistakes

Medicare may not be top of mind if you’re nearing the eligibility age of 65 and already have health insurance through your employer. However, it probably deserves some attention. Read More >

Most Millennial Homeowners Regret Buying Their Home, Survey Finds

Nearly two-thirds of millennial homeowners in a Bankrate survey said they regretted buying a home. A cutthroat housing market with shrinking inventory have caused buyers to rush purchases. Read More >

First Enhanced Child Tax Credit Payments To Go Out July 15

The Internal Revenue Service will send the payments on the 15th of the month, unless it falls on a holiday or weekend, through December. Eligible parents will receive $300 a month for each child under age 6 and $250 for each one ages 6 to 17. Read More >