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Hello,

This month, our newsletter explores the following topics:

• 2023 federal income tax brackets
• What is ‘cash stuffing?’
• How protected is your money outside of banks?
• Advice to my kids about college degree costs
• Dos and don’ts when tracking your tax refund
• Money market account versus high-yield savings account

As the economy and the markets continue to send out mixed messages, please don’t hesitate to contact us to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Inflation Boosted The 2023 Federal Income Tax Brackets. Here’s How Your Taxes May Compare To 2022

After a year of soaring prices, the IRS made annual inflation adjustments for dozens of tax provisions, including the federal income tax brackets for 2023, which may affect next year’s taxes, experts say. Read More >

This Woman Was Drowning In Debt Before She Tried ‘Cash Stuffing.’ Now She’s Made The Highly Effective Practice A Full-Time Business

A Texas woman was $80,000 in debt before she tried a method of budgeting called “cash stuffing.” Now, she’s not only paid off her debt but turned the budgeting practice into a full-time business to help others save. Read More >

Beyond FDIC Insurance: How Protected Is Your Money Outside Of Banks?

Here is a quick rundown on what protections exist for your accounts in a bank, credit union, brokerage, 401(k) plan, IRA and cryptocurrency exchange. Read More >

My Advice To My Children About College Sounds Nothing Like My Parents’ Advice To Me

The average worker will have 12.4 jobs in their career, which means it’s important to build skills. Jennifer Sisson tells her kids to think about what they want their future lifestyles to be and think about what it will cost. She reminds them that the cost of an education is an investment, and it’s not automatically the best one. Read More >

Want To Track Down Your Tax Refund? Follow These Dos And Don’ts

After you’ve filed your taxes, waiting for weeks or months on end for your refund to show up in your bank account can be frustrating. But the IRS is warning of some “myths” in circulation that might sound appealing, but in fact, won’t help figure out when your refund is landing. Read More >

Money Market Account Vs. High-Yield Savings Account

Here’s what you need to know when deciding between a money market account vs. a high-yield savings account. Read More >