< Back to Newsletters

Hello,

This month, our newsletter explores the following topics:

• Things about money that many adults don’t know
• Why talk to your parents about estate planning
• Should you pay off your mortgage early?
• It pays to wait to claim Social Security

We’re starting a new year. Please contact us if you would like to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

I Worked In Financial Literacy For Years, And There Are 3 Things I Learned About Money That Many Adults Don’t Know

Allison Nichol Longtin worked for a nonprofit that taught financial literacy and learned a lot about money. Here are the three key lessons she picked up. Read More >

Why (And How) To Talk To Your Parents About Estate Planning

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off. However, waiting until the last minute to prepare is seldom a good idea. Read More >

Should You Pay Off Your Mortgage Early?

Paying off your mortgage early sounds like a great idea. Getting rid of a monthly house payment frees up cash and leaves you with one less expense to worry about. However, financial goals and life circumstances will determine whether paying off your mortgage early is best. Read More >

It Still Pays To Wait To Claim Social Security

Despite dire headlines about the Social Security trust fund, Boston University economics professor Laurence Kotlikoff says you will be better off waiting to collect benefits. Read More >