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Money Matters Newsletter

                        This month, my newsletter explores the following topics: Three strategies for reducing tax risks in retirement When do living trusts make sense? How long to keep tax documents The most profitable improvement a homeowner can make   Events in the world and the… Continue reading Money Matters Newsletter

Money Matters Newsletter

Donation money jar filled with coins in front of holiday lights

  This month, my newsletter explores the following topics: 2022 tax year changes and key amounts When to update your wills or estate plans How much will home prices rise in 2022? How 401(k) rollovers work   I hope you’re enjoying spring. If you would like to discuss your finances, please contact me.   Tax… Continue reading Money Matters Newsletter

Money Matters Newsletter

The woman hand is putting a coin in a glass bottle and a pile of coins on a brown wooden table,Investment business, retirement, finance and saving money for future concept.

  This month, my newsletter explores the following topics: 2022 changes to 401(k) limits and backdoor Roth IRAs Three reasons to keep your estate plan updated How to figure out college education ROI How to fight rising inflation with your tax return   As we get further into 2022, please contact me if I can… Continue reading Money Matters Newsletter

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