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Hello,

This month, our newsletter explores the following topics:

• Five strategies for estate planning
• How to save for financial goals besides retirement
• Fund your IRA, cut your taxes
• Charitable tax deductions: an additional reward for giving
• How to handle an unexpected financial windfall
• Three Social Security mistakes married couples make

If we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

5 Strategies For Estate Planning To Get You Started Protecting Your Family And Funds

Estate planning doesn’t just involve what happens after death. It can also cover a situation in which you are severely incapacitated and unable to make decisions. Here are five estate-planning strategies and key moves to keep in mind for your funds and your family. Read More >

Retirement Savings On Track? How To Make Sure You’re Prepared For Other Goals, Too

A lot of the investment advice you hear probably has to do with saving for retirement. Yet many people need to use the market’s returns to achieve other goals, too. It can be intimidating and confusing to juggle multiple goals with different timelines, but here are tips from financial advisors about how to best do so. Read More >

Fund Your IRA, Cut Your Taxes

As you get ready to tackle your 2020 tax return, make sure you haven’t overlooked one of the best ways to cut your tax bill and secure your future — funding a traditional IRA. Read More >

Charitable Tax Deductions: An Additional Reward For The Gift Of Giving

Because of the worldwide pandemic and related restrictions, your donations to charity are needed more than ever this year. And, with charitable tax deductions, your generosity will be rewarded. Read More >

How To Handle An Unexpected Financial Windfall

A financial windfall can come in many forms. It’s very common for people to spend much or all of a windfall right away, leaving them little to show for it. This is why you need a plan. Read More >

3 Social Security Mistakes Married Couples Make

Being a married couple while retired can pose a whole new set of unique challenges. There’s a good chance that Social Security will end up being an important source of income for you in retirement so steer clear of the following mistakes you could end up making. Read More >