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Hello,

This month, our newsletter explores the following topics:

• Tax saving tips for the rest of 2021
• Ten estate planning mistakes to avoid
• The best financial advice people ever got
• Managing your 401(k) when leaving your job
• Plan now for long-term care
• Will the 2022 Social Security raise be enough?

As you plan the rest of 2021, if we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Tax Saving Tips For The Rest Of The Year.

It’s never too early to start thinking about ways to reduce your tax bill. Early planning can help make a significant difference in what you’ll owe next April. Read More >

10 Estate Planning Mistakes To Avoid

Estate planning is one of the most unloved steps in creating a financial plan. No one really likes to think of their own death. However, developing a comprehensive estate plan is an essential step if you want to ensure that your estate is distributed in the manner you would like. Read More >

We Asked, You Answered: The Best Financial Advice You Ever Got

Maybe you have a natural affinity for making and managing money. Or maybe you’re just trying not to make a hash of it. Either way, what pearls of wisdom made your financial life better than it would have been otherwise? Readers share theirs. Read More >

What Happens To Your 401(k) When You Leave Your Job

Every time you change jobs, you need to decide what to do with your old 401(k) plan.This can be a time to seek better mutual fund choices and lower investment costs. Here’s how to manage your 401(k) plan after you quit your job. Read More >

Plan Now For Long-Term Care

You could buy insurance to finance future costs, but policies are pricey. Here’s how to decide whether you need coverage and what your options are. Read More >

Social Security Checks May See A Huge Raise Next Year. Will It Be Enough?

The ongoing spike in inflation that has Americans paying more for gas, food, cars and many other things. That could lead to the biggest Social Security boost in almost 40 years when officials announce the cost of living adjustment for 2022. But will even a major increase be enough? Read More >