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Hello,

This month, our newsletter explores the following topics:

• Here’s what inflation is costing you
• The price of leaving 401(k) money behind
• How to create an estate plan
• Why your credit score matters

So much is happening in the world and the U.S. economy, causing many to
review their financial situation. If I can help you with your finances, please
contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Here’s What Inflation Is Costing You

Soaring gas prices are getting all the headlines, but inflation is hitting many parts
of the household budget, including some that are more important than gas but
not quite as visible. Read More >

The Price Of Leaving 401(k) Money Behind

Many baby boomers have worked for at least six employers during their careers.
Leaving 401(k) funds dormant can be costly. Read More >

67% Of Americans Have No Estate Plan, Survey
Finds. Here’s How To Get Started On One

The Covid-19 pandemic has increased Americans’ awareness of the need to have
a will, living trust or other similar end-of-life document prepared. Yet only about
33% of Americans have put these plans in place, according to a new survey from
senior living referral service Caring.com. Read More >

Mortgage Rates Are Rising. Here’s Why Your Credit
Score Matters And 5 Ways To Improve It

In just a matter of months, mortgage rates have surged from just over 3% for a
30-year fixed loan to just north of 5%. As potential homebuyers follow those
figures, there is one thing they may be overlooking: their credit score. Read More >