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Hello,

This month, our newsletter explores the following topics:

• What experts suggest for inflation worries
• How to appeal your high property taxes
•  What Buffett says to do with your money
• Taxes when married versus single
• Moves that help boost your 401(k) savings
• Estate planning do’s, don’ts, costs and options

Six months into the year makes this a perfect time for a review. If we can help
you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Does Inflation Have You Worried About Retirement?
Here’s What Experts Say To Do

With inflation still high and continuing volatility in the stock market, here are steps
you can take to protect your retirement portfolio. Read More >

Property Taxes Too High? Here’s How To Appeal
Them And Lower Your Tax Bill

New property assessments from homeowners’ local tax offices put a far higher
value on their homes than prior to the pandemic. That means an increase in their
property taxes at a time when other costs are also surging. However, you can
appeal your property assessment and possibly lower your tax bill by hundreds to
thousands of dollars. Read More >

10 Genius Things Warren Buffett Says To Do With
Your Money

Warren Buffett is arguably the best-known, most-respected investor of all time.
Your odds of investing success can increase exponentially if you learn and apply
Buffett’s best investing tips. Read More >

Getting Married? Let’s Talk Taxes

Taxes are different when you’re married vs. single. Get up-to-speed now on the
tax changes you’ll see after tying the knot. Read More >

5 Key Moves That Can Help Boost Your 401(k)
Savings

With the markets sliding, now’s a good time to take a fresh look at your
retirement account. Read More >

Estate Planning 101: The Do’s And Don’ts, What To
Expect To Pay And What Your Options Are

You don’t have to be older and rich to do some estate planning. Here are some
of the key estate-planning issues to consider — sooner rather than later. Read More >