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The Best Financial Moves to Make

      This month, my newsletter explores the following topics: Five 2024 policy shifts that can affect retirement savings What to know about 2024 tax filing season Five best financial moves to make in 2024 Expectations for buying a house in 2024   Financial decisions are being influenced by more factors than ever, many… Continue reading The Best Financial Moves to Make

Medicare Part D Premiums on the Rise

      This month, my newsletter explores the following topics: We’re saving too much for retirement 2024 Medicare Part D prescription drug premiums increase Mortgage rates drop to lowest levels since August Retirement savings hack high earners must know about   2024 promises to be a year characterized by change driven by global and… Continue reading Medicare Part D Premiums on the Rise

2024 Retirement Contribution Limits

      This month, my newsletter explores the following topics: SECURE 2.0 changes in retirement savings for 2024 Investment advice might shift in 401(k)-to-IRA rollovers Income requirements to afford homes in 97 cities IRS announces 2024 retirement account contribution limits   The end of the year is upon us. While there are only a… Continue reading 2024 Retirement Contribution Limits

Five Practical Ways to Enhance Savings

      This month, my newsletter explores the following topics: Three biggest retirement plan rollover mistakes to avoid Five economy-proof strategies to save money Four things every inherited IRA beneficiary should know Steps to manage medical bills and minimize debt   While time is short, we can still ensure your finances are well-positioned for… Continue reading Five Practical Ways to Enhance Savings

Social Security Milestone

      This month, my newsletter explores the following topics: ‘Laddering’ CDs to earn the most on savings How can you benefit from charitable gift annuities? Three things to know about your retirement benefits Limiting the estate-planning fallout from family estrangement   There’s still time to make the most of your finances – and… Continue reading Social Security Milestone

Housing Market Myths

      This month, my newsletter explores the following topics: Retirement’s longer lifespans and changing needs Four housing market myths hurting buyers and sellers Big retirement account changes you haven’t heard about The ten-year rule for inherited IRAs   Fall reminds us that year-end is not that far off. Please contact me if you’d… Continue reading Housing Market Myths

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

Money Matters Newsletter

  This month, my newsletter explores the following topics: How to lessen the impact of skyrocketing prices How to talk about money with your children Applying Buffett’s investment approach to real estate Lower taxes on required minimum distributions   As we enter this new year, please contact me if you would like to discuss your… Continue reading Money Matters Newsletter

Money Matters Newsletter

  This month, my newsletter explores the following topics: How to beat inflation in 2021 How to get more financial aid for college Using RMDs when filing estimated taxes in retirement How to avoid individual retirement account deduction mistakes   At this time of year, we look at our progress to find timely adjustments we… Continue reading Money Matters Newsletter

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