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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

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

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

Money Matters Newsletter

                                This month, my newsletter explores the following topics: Things you should know about the housing market Don’t make this Roth IRA investing mistake What is stagflation? How to save money as prices keep rising   This is the perfect… Continue reading Money Matters Newsletter

Money Matters Newsletter

                        This month, my newsletter explores the following topics: What causes inflation? New IRS rules for early retirees How the Senate could change your 401k plan Roth IRA conversions can benefit from down markets   Summer may bring the time to review assumptions and… Continue reading Money Matters Newsletter

Pool Safety Tips

    Raise your hand if you are looking forward to the longer and warmer days of summer! It is nice to shed our jackets and sweaters and trade them in for shorts and bathing suits. We are definitely ready to enjoy some fun in the sun.   One of the most popular summertime activities… Continue reading Pool Safety Tips

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

Silver Lining Insurance Agency Named A Top Personal Insurance Agency By Chubb

Silver Lining Insurance Agency is proud to announce it has been recognized by Chubb as a Personal Lines Cornerstone Agency, joining an elite class of insurance agencies nationwide.    Of the approximately 2,300 personal lines insurance agencies and brokerages that work with Chubb North America Risk Services, fewer than 12 percent earn the Cornerstone designation.… Continue reading Silver Lining Insurance Agency Named A Top Personal Insurance Agency By Chubb

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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