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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

  I trust this message finds you well.   Soon, you are going to start receiving a new personal finance newsletter that I’ve put together. Each monthly issue will bring you several articles that are highly regarded by people who are serious about their finances. I know you probably get a lot of emails —… 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

Do You Need Flood Insurance?

Every property owner is susceptible to flood damage and your current insurance probably doesn’t cover it.   Yes, that sounds like a bold statement, but it’s also a fact. Unfortunately, many people are uninformed about flood risks. They think a flood won’t happen to them or they just feel that flood insurance isn’t worth it.… Continue reading Do You Need Flood Insurance?

Money Matters Newsletter

  This month, my newsletter explores the following topics: Strategies to deal with capital gains tax increases Avoid mistakes when inheriting a 401(k) or IRA 529 plan tips for grandparents saving for college Five of the worst assets to inherit   The year-end will be here before we know it, so please contact me if… Continue reading Money Matters Newsletter

Money Matters Newsletter

  This month, my newsletter explores the following topics:              Thirteen tax breaks for homeowners and home buyers              Best ways to get tax-free retirement savings              Fifteen ways to find money for an MBA              What to do with… Continue reading Money Matters Newsletter

Who Do You Trust?

Dear Friends, It’s been a while since we last touched base. I hope you and your family are happy, healthy, and doing well. The past two years have been crazy and a lot has changed for me, both personally and professionally. I wanted to take a moment to fill you in. In 2020 I started… Continue reading Who Do You Trust?

Money Matters Newsletter

  This month, my newsletter explores the following topics:              Everything you must know about “backdoor” Roth IRAs              How to fix your credit score              How families can negotiate for more college aid              U.S. housing market’s inflation storm is coming As we enjoy the summer and start thinking… Continue reading Money Matters Newsletter

Insurance Tips for Your College Student

students moving into halls

  Dear Friends,   It’s hard to believe that the beginning of the new school year is just around the corner! The weeks leading up to dropping your child off at college are full of checklists and preparation. It’s around this time that we start getting phone calls from parents.   “My child is going… Continue reading Insurance Tips for Your College Student

Money Matters Newsletter

  This month, my newsletter explores the following topics: Strategy for maximizing your social security benefits Ten habits that drive your financial growth What is a SEP IRA? Is mortgage refinancing right for you? Please contact me if you would like to discuss your finances.   What’s Your Strategy For Maximizing Your Social Security Benefits?… Continue reading Money Matters Newsletter

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