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Hello,

This month, our newsletter explores the following topics:

• Six employee benefits that can save you money
• Ten things you’ll spend less on in retirement
• Medicare misconceptions that can ruin your retirement
• College tuition costs: what you need to know
• When to refinance your mortgage
• Getting more college financial aid amid the pandemic

We hope you’re enjoying the fall season. If we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

Don’t Overlook These Employee Benefits That Can Help You Save Money

Open enrollment season is approaching, giving many Americans an opportunity to sit down and go over their employer-sponsored workplace benefits for next year. If you’re not sure what your employer offers, or want to learn more about your particular plan, there are a few places you can turn to for help. Read More >

10 Things You’ll Spend Less On In Retirement

We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you’ll find yourself spending less on in your golden years. Read More >

Don’t Let These 3 Big Misconceptions About Medicare Ruin Your Retirement

With different coverage options, confusing enrollment deadlines and disparate cost-sharing among beneficiaries, ending up with faulty assumptions isn’t hard. Here are some costly misconceptions according to Medicare beneficiaries. Read More >

What You Need To Know About College Tuition Costs

Paying for college is expensive, and many families have felt the pinch of rising tuition costs over time. For families and prospective college-bound students, here are a few questions and answers on tuition costs. Read More >

When To Refinance Your Mortgage

When mortgage rates fall, many homeowners refinance their loans. While refinance activity is up dramatically over last year, that doesn’t mean it’s always the best move. Knowing when to refinance your mortgage is the trick. Read More >

Here’s How To Get More Financial Aid For College Amid The COVID-19 Pandemic

The Free Application for Federal Student Aid, or FAFSA, serves as the gateway to all federal money, including loans, work-study, and grants, which are the most desirable kind of assistance. Some financial aid is awarded on a first-come, firstserved basis, or from programs with limited funds. Careful financial planning may improve your overall standing.. Read More >