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Should You Refinance?

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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 Should You Refinance?

Student Loan Relief Applications

      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 Student Loan Relief Applications

Evolving Finance Strategies

      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 Evolving Finance Strategies

What You Should Know About Annuities

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      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 What You Should Know About Annuities

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

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