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Hello,

This month, our newsletter explores the following topics:

• Five strategies to be rich by retirement
• Five ways to improve your estate plan
• Five top benefits of a Roth IRA
• Tax benefits of owning a home
• Gas prices and inflation will affect homebuyers
• IRS audit red flags for the self-employed

I hope you’re enjoying spring. Please contact us if you would like to discuss your
finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

I Want To Be Rich By The Time I Retire, So I Asked
Financial Advisors For 5 Golden Rules To Follow

While there are varying opinions and tips out there, there are certain golden rules
that are a smart idea to follow. Here are five of those rules to take into
consideration. Read More >

Prince’s Estate Is A Royal Mess: 5 Ways You Can Do
Better

Six years of legal wrangling later, Prince’s estate is finally moving forward. Here
are five critical mistakes he made that all of us can learn from. Read More >

5 Top Benefits Of A Roth IRA

The Roth IRA is a powerful retirement account that’s available to Americans even
if they don’t have an employer-sponsored retirement plan such as a 401(k). Here
are five top benefits of a Roth IRA and why you should seriously consider getting
one. Read More >

7 Tax Benefits Of Owning A Home

What are the tax benefits of owning a home? Plenty of homeowners are asking
themselves this right around now as they prepare to file their taxes. Read on to
ensure you aren’t missing anything that could save you money. Read More >

Inflation, Gas Pump Pain, And Putin: How The
Turmoil Could Have A Big Impact On Home Prices

Soaring inflation, spiking gas prices, and the war in Ukraine have taken their toll
on just about everyone’s bank account balances—as well as their frazzled
psyches. These challenges are making renting, buying, constructing, and even
owning a home more expensive. Read More >

Self-Employed? Watch Out For These IRS Audit Red
Flags

If you’re in business for yourself, minimize the odds of the IRS giving your tax
return a second look by avoiding these audit triggers. Read More >