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Hello,

This month, our newsletter explores the following topics:

• What happens to debt when you die?
• How much life insurance do you need?
• Retirees enjoy this year-end charitable donation tax strategy
• How to prioritize financial goals
• Why start saving for retirement in your 20s
• Critical lessons I’ve learned from interviewing 100+ entrepreneurs

There is still time to make adjustments to help meet your 2021 goals. If we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

What Happens to Debt When You Die?

Does debt die with you? Find out who, if anyone, is responsible for paying your creditors. Read More >

How Much Life Insurance Do You Need?

The pandemic has been a bracing reminder that we could die way sooner than expected. This brings us to one of the least popular yet relevant topics: life insurance. Here are some questions you need answers to. Read More >

Retirees May Save With This Year-End Charitable Donation Tax Strategy

As the year winds down, retirees eager to make charitable gifts may consider a tax-friendly donation from their individual retirement account. The strategy, known as a qualified charitable distribution, or QCD, involves a direct payment from an IRA to an eligible charity. Read More >

Paying Off Debt, Saving Money And Retirement Planning: How To Prioritize Your Financial Goals

Determining the best way to ensure your financial security can seem overwhelming. For James and Michelle Bethe, deciding what to do with the $200,000 they had in savings had them at a standstill. Their solution came in the form of a verdict on CNBC’s “Money Court,” rendered by O’Shares ETFs chairman Kevin O’Leary. Read More >

Here’s Why It’s Smart To Start Saving For Retirement When You’re In Your 20s

When you’re in your 20s, retirement saving may not be the first goal on your financial checklist — if you even have one. Yet starting to save for retirement as early as possible can set you up for success in the long term. Read More >

5 Critical Lessons I’ve Learned From Interviewing Over 100 Entrepreneurs

Nicole Bernard has interviewed more than 100 entrepreneurs over the last two years. Here are the things she has learned that have helped her business achieve tremendous growth. Read More >