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Hello,

This month, our newsletter explores the following topics:

• Five tips calculating your ‘Retirement number’
• Important 2022 tax due dates and deadlines
•  Roth 401(k) contribution limits for 2022
• How to calculate your 2021 crypto tax bill
• Why Buffett wants you to refinance your mortgage
• What to know about your 2022 Medicare costs

So many changes are occurring in everyday life. If we can help you with your
finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

5 Expert Tips To Calculate The ‘retirement Number’
That Will Let You Leave The Workforce For Good

Know the tax deadlines that apply to you, so you don’t get hit with IRS penalties
or miss out on a valuable tax break. Read More >

2022 Tax Calendar: Important Tax Due Dates and
Deadlines

Know the tax deadlines that apply to you, so you don’t get hit with IRS penalties
or miss out on a valuable tax break. Read More >

Roth 401(k) Contribution Limits For 2022

The Roth 401(k) contribution limit for 2022 is increasing, and workers who are
50 and older can save even more. Read More >

Made A Killing With Crypto In 2021? How To
Calculate Your Tax Bill

After a record-breaking year for cryptocurrency in 2021, many investors may
soon face a hefty tax bill for their good fortune. But calculating what you owe can
be tricky. Read More >

This Is Why Warren Buffett Wants You To Refinance
Your Mortgage Now

With 30-year fixed mortgage rates still hovering around 3%, homeowners who
haven’t yet refinanced during the pandemic era might be missing out on big
savings. Ninety-one-year-old investing sage Warren Buffett would wonder why
you’ve been holding off. Read More >

Here’s What To Know About Your 2022 Medicare
Costs

When the calendar flips to 2022, certain Medicare costs will creep higher. For the
program’s 63.6 million beneficiaries — most of whom are 65 or older — annual
adjustments can affect premiums, deductibles and other cost-sharing aspects of
Medicare. How will they impact your household budget? Read More >