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Hello,

This month, our newsletter explores the following topics:

• How 15-year highs in interest rates affect you
• New legislation makes major changes to RMD rules
• IRS delays rule change using payment apps
• Why get life insurance even when you’re childless

Economic changes are affecting all aspects of everyday life. If we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

What To Do About The Highest Interest Rate In 15 Years

The Federal Reserve raised its benchmark interest rate for the sixth time in a row to a range of 3.75% to 4%. Here are a few ways to situate your money so that you can benefit from rising rates and protect yourself from their downside. Read More >

New RMD Rules: Starting Age, Penalties, Roth 401(k)s, And More

The SECURE 2.0 Act makes major changes to the required minimum
distribution rules. For retirees or those approaching retirement who are worried about mandatory retirement account distributions, getting up to speed on the new RMD changes is very important. Read More >

IRS Delays Rule Change For People Who Get Paid On Venmo, Etsy, Airbnb And Other Apps

Anyone getting paid for their goods and services through apps like Venmo, PayPal or CashApp, or platforms like Etsy and Airbnb, just got a reprieve from the IRS for another year. Read More >

I Always Thought I Didn’t Need Life Insurance Until I Had Kids, But At Age 35 I’ve Realized I Was Wrong

Jen Glantz is about to turn 35, is married and still doesn’t have any kids. However, she is now starting to reconsider that decision and has started looking into life insurance policies, kids or no kids. Here’s why. Read More >