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Hello,

This month, our newsletter explores the following topics:

• Is long-term care insurance a good bet?
• Lessons that’ll change how you think about money
• How to max out your 401(k) in 2023
• Consumers savings with the new climate tax breaks

Each new year brings its own opportunities and challenges. As 2023 begins, please contact us if you would like to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Is Long-Term Care Insurance A Good Bet?

Long-term care is needed when you can no longer care for your own needs. If you hold a long-term care policy, your benefits can cover the cost of some or all of your care. Read More >

How Rich People Grow Their Wealth (These 3 Lessons Will Change The Way You Think About Money)

Rich people have a unique mindset when it comes to money. Here are a few tips on how to grow your wealth and change the way you think about money. Read More >

How To Max Out Your 401(K) In 2023

There are many steps available to take advantage of the tax breaks and 401(k) matches that your retirement account provides. Read More >

How Consumers Can Save Over $10,000 With The New Climate Tax Breaks

The Inflation Reduction Act of 2022 brought with it a collection of energy tax credits for American households. Find out what they are and how they can save you $10,000 or even more. Read More >