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Hello,

This month, our newsletter explores the following topics:

• Five steps to strengthen your finances in 2022
• IRS tax deadlines that Americans need to know
• How to pay off your mortgage early
• Hiring your kids and investing their income

2022 continues to bring us heightened volatility in many aspects. Please contact
us if you would like to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

5 Steps To Strengthen Your Finances In 2022

2021 was a year of financial strain for many Americans. In 2022, setting grand
financial goals may not be realistic for every budget, but there are still smart
steps you can take to shore up your finances. Read More >

Key IRS Tax Deadlines That Americans Need To
Know

The Internal Revenue Service has kicked off the 2022 tax season in January. They
are warning taxpayers to brace for delays as the agency wrestles with a massive
pileup of unprocessed returns accrued during the pandemic. Here are the key
dates taxpayers need to know in order to prepare for this tax season. Read More >

How To Pay Off Your Mortgage Early To Save On
Interest And Reduce Your Debt

Government estimates show that Americans move an average of 11.7 times in
their lifetime, so many people start chipping away at decades of mortgage
payments more than once. With that in mind, it can be smart to look for ways to
pay off your mortgage early, either so you can build equity faster or save money
on interest. Read More >

I’m Making My Kids Millionaires By Hiring Them And
Investing Their Income. Here’s My 10-Step Guide

You don’t need to be a 7-figure business owner or have a lot of money to start
investing for your kids. With the right information and right investment steps and
strategies, all parents can create generational wealth to pass on to their kids.
Here’s how one parent did it. Read More >