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Money Matters Newsletter


This month, my newsletter explores the following topics:


As 2022 gets into full swing, please contact me if you would like to discuss your finances.


7 Tax Changes You Need To Know Before Filing For 2021

The 2020 tax year was wild. Pandemic relief bills brought a slew of changes, and filing for the 2021 tax year doesn’t look like it’s going to be much easier. Here are seven changes you need to know about.

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Inflation Is Back In A Big Way: What That Means For Borrowers And Mortgages

Inflation hit 6.8 percent in November, its loftiest level since the long-ago era of Reaganomics and America’s war on inflation. If prices continue to soar, mortgage rates will head higher, too. But there’s a silver lining to this cloud for borrowers as well.

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A 2022 Guide To Key Dates For Retirees

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.

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3 Student Loan Changes In 2022 That Borrowers Should Know About

The student loan industry saw significant reforms over the past few years during the coronavirus pandemic, and many of these changes will impact borrowers in 2022. Here are a few changes that student loan borrowers should be aware of in the next year.

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

2022-133199 Exp. 2/24

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