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Hello,

This month, our newsletter explores the following topics:

• Mistakes rich people make with their money
• What to do when a loved one dies
• Why file taxes as early as possible
• What to know about stimulus checks & your taxes
• 11 money moves to make before you retire
• What to expect when paying for college in 2021

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

Sincerely,

David and Jonathan Mosenson
President and Vice President

3 Mistakes Rich People Are Always Making With Their Money, According To Financial Planners

There’s a common misconception that wealthy people tend to be better with money than others. But making money and managing money can be two very different things. According to financial planners, here are the biggest mistakes they’ve seen wealthy people make with their money. Read More >

What To Do When A Loved One Dies

Here’s some advice to keep a sad event from becoming even more painful. Read More >

Tax Season Starts On February 12: Here’s Why You Should File As Early As You Can

f you’re the type of eager beaver who likes to get your taxes done early every year, you’ll have to wait a bit longer than usual to file your 2020 return. However, experts say getting in your taxes as early as you can is a smart move this year. Read More >

Stimulus Checks And Taxes: What You Need To Know Before Filing Your 2020 Income Tax Returns

Americans have now received two rounds of stimulus checks, and questions abound about how these payments tie into your 2020 tax returns as filing season approaches. Here are the basics of what to know. Read More >

11 Money Moves To Make In The Decade Before You Retire

t’s one thing to believe you’ll have a secure retirement and another to make sure it actually happens. These 11 smart money moves to be made the decade before you retire can put you on the right path so that your faraway dream becomes a not-too-distant reality. Read More >

What to Expect When Paying for College in 2021

The coronavirus pandemic’s financial effects will be long-lasting, but emergency grants and more financial aid are coming for some students. Read More >