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Hello,

This month, our newsletter explores the following topics:

•  Estate planning tips to keep your family’s money
• How rising inflation leads to higher tax bills
• 2022 IRA and 401(k) contribution limits
• How new entrepreneurs can save money easily
• Year-end moves to help retirees trim tax bills
• What new home sellers are expecting this winter

As the year comes to a close, if we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Estate Planning Tips To Keep Your Money In The Family

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that. Read More >

Here’s How Rising Inflation May Lead To Higher Tax Bills?

As inflation surges, the IRS has boosted federal income tax brackets for 2022, standard deductions, 401(k) contribution limits and more. But other provisions remain unchanged, leading to higher tax bills over time. Read More >

2022 IRA And 401(k) Contribution Limits Are Set (There’s Both Good And Bad News)

Workers will be happy to know that they can contribute more to their 401(k) accounts next year, but IRA owners may be a little disappointed. Read More >

How New Entrepreneurs Can Save Money Easily

Most startup entrepreneurs have felt the pain of working within the constraints of a tight budget. Fortunately, there are several ways you can save money in a new startup, all of which can set your company up for a brighter future. Read More >

5 Year-End Moves To Help Retirees Trim Their Tax Bill

The end of the year is a great time to start thinking about next year’s tax bill. Here are some strategies on how to reduce what you will owe Uncle Sam. Read More >

This Is What Home Sellers Entering The Market Are Expecting This Winter

Could relief be on the horizon for would-be buyers frustrated by the shortage of available homes? Well, maybe. More sellers appear poised to list their homes this winter, but they aren’t going to part with their properties unless they’re receiving top dollar. Read More >