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Money Matters Newsletter

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      This month, my newsletter explores the following topics: Is It Still OK To Refinance Your Home? Tax Traps Investors Need to Avoid Things that will help reduce the sting of high inflation 401(k) and IRA contribution limits for 2023   As 2022 comes to a close, thoughts turn to 2023 and how… Continue reading Money Matters Newsletter

Tips for Home Safety

    9 Tips to Keep You and Your Family Safe   Your home is one of your most valuable possessions, along with everything inside it.  Ensuring the safety of your home can seem overwhelming. Like most daunting tasks, this too can be broken down into small parts. As you address each part, you will… Continue reading Tips for Home Safety

Money Matters Newsletter

      This month, my newsletter explores the following topics: Common and costly Roth IRA conversion mistakes Home prices are expected to fall How inflation may affect your 2023 tax bracket What to know about student loan relief applications   The year-end will be here before we know it, so please get in touch… Continue reading Money Matters Newsletter

Catalytic Converter Theft

    Catalytic Converter Theft   Catalytic converter theft has exploded – since 2019, converter theft has risen 1,215%, according to the National Insurance Crime Bureau, an industry group that tracks insurance-related crimes. Thieves are removing catalytic converters from all kinds of vehicles, literally cutting them away from beneath the vehicle.  A catalytic converter is a… Continue reading Catalytic Converter Theft

Money Matters Newsletter

      This month, my newsletter explores the following topics: How to prepare your finances for a recession Income tax brackets for 2022 versus 2021 How student loan cancellation will actually work How a recession could change the housing market   It’s time to start thinking about year-end preparedness, so please contact me if you… Continue reading Money Matters Newsletter

Home Maintenance Tips: Autumn Edition

    Autumn Home Maintenance   Fall is in the air. The days are getting shorter, the leaves are changes colors and the temperature is feeling a little cooler. It is time to prepare your home for cold weather!  Here’s a checklist of some important autumn home maintenance tasks you should think about:   Clean,… Continue reading Home Maintenance Tips: Autumn Edition

Money Matters Newsletter

Close up of man holding pink piggybank while woman putting coin in it. Indian young couple saving money for their wedding. Close up of woman hand putting euro money in piggy bank to save for the purchase of an house.

      This month, my newsletter explores the following topics: The Inflation Reduction Act could save you money Important things to know now about annuities How inflation can impact your taxes What’s next for the US housing market   It’s never too early to start thinking about the year-end, so please contact me if… Continue reading Money Matters Newsletter

September Update

  What changes have happened in your life?   As Summer officially winds down and we move closer to the start of Fall, we wanted to take a moment to talk about change. It may sound cliche, but seasons and leaves aren’t the only things that change.  What things changed in your life this summer? Perhaps… Continue reading September Update

Money Matters Newsletter

      This month, my newsletter explores the following topics: Tax planning begins when building your portfolio Five signs the housing market is slowing down Capital gains tax 101 Tax-smart charitable giving strategy using IRA money   With the fall season right ahead of us, please contact me if you would like to discuss… Continue reading Money Matters Newsletter

Insurance Basics for College Students

A group of five university students move into their shared flat , and start to unpack boxes. they all stand and pose for the camera.

  A message from ‘michael‘   Hello again – today I’m here to talk to you about putting the right insurance in place for your child before they head off to college.  Please listen to my short message and then continue reading to see our important insurance checklist.  [you can click here to watch the… Continue reading Insurance Basics for College Students

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