< Back to Newsletters

Hello,

This month, our newsletter explores the following topics:

• Seven Roth IRA benefits not to miss
• How to buy a house remotely
• Some will repay the 2021 child tax credit
• Five things super-successful entrepreneurs do

The year seems to be flying by. If you are thinking of your goals for 2021 and
we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

7 Roth IRA Benefits You Don’t Want To Miss

If you’ve been on the fence about saving for retirement or have no idea about the perks you can tap into, here are seven good reasons to maximize the power of a Roth IRA now. Read More >

How To Buy A House Remotely — Without Getting Catfished

For all of the potential advantages to purchasing a home that’s hundreds of miles away, there are unique challenges to purchasing a property you cannot easily visit in person, or that’s in an area you aren’t familiar with. Here’s what you need to know before you make a remote home purchase. Read More >

You May Have To Repay Some Of The Advance Child Tax Credit Next Year. Here’s What To Know

The advance payments of the enhanced child tax credit are set to start in July 2021, but a big question on many parents’ minds is whether they will end up owing taxes next year. All eligible parents should review their finances before spending the payments. Read More >

5 Things Super-Successful Entrepreneurs Do (That Most People Don’t)

When you see many different successful people doing the same things, it’s worth learning the lessons and habits. Read More >