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Hello,

This month, our newsletter explores the following topics:

• Six types of nontaxable retirement income
• Ten expert-backed ways to save money
• Why everyone needs an estate plan
• Social Security’s biggest benefit hike since 1981Social Security timing can have huge spousal implications

As you plan the rest of 2022, if we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

6 Types Of Retirement Income That Aren’t Taxable

One often-overlooked aspect of retirement planning is the effect of taxes. Without proper planning, taxes can take a significant bite out of your nest egg. Here are several types of retirement income that are not taxable. Read More >

How To Save Money: 10 Expert-Backed Ways

The secret to saving money, really, is to adopt several money-saving strategies and actually carry them out. Easier said than done, absolutely, but if you’re looking to pad your savings, try these expert-backed strategies. Read More >

Leaving A Legacy: Why Everyone Needs An Estate
Plan

Few people want to talk about their will and other estate plans or what will happen to their loved ones after they’re gone. While it’s an understandably sensitive and difficult subject to broach, a lack of planning causes a lot of families to be caught off-guard if an unexpected tragedy occurs. Read More >

Social Security Announces Biggest Benefit Hike
Since 1981. Here’s When You’ll Get It.

Every fall, the Social Security Administration makes an announcement that has a major impact on the 66 million people who receive benefit checks. The annual inflation adjustment is aimed at keeping seniors from losing purchasing power. Read More >