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Money Matters Newsletter

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  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

Protect Your Business With Cyber Insurance

The vast majority of cyberattacks happen to small and mid-sized businesses. SMBs make good targets for many reasons.  They often lack sufficient security measures and personnel that can identify potential threats.  SMBs often hold sensitive data, like credit card information, that is valuable to hackers and many do not follow best practices for backing up… Continue reading Protect Your Business With Cyber Insurance

Money Matters Newsletter

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  This month, my newsletter explores the following topics: Tax changes you need to know before filing Spiking inflation for mortgages and homeowners A 2022 guide to key dates for retirees Three student loan changes in 2022   As 2022 gets into full swing, please contact me if you would like to discuss your finances.… 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

Home Inventory Checklist

  A LIST OF YOUR BELONGINGS WILL MAKE FILING AN INSURANCE CLAIM MUCH EASIER   The threat of loss of property from fire, theft, or other causes is always present. An accurate inventory and proof of ownership at the time of a loss can make claim settlement easier and faster. A thorough inventory takes time… Continue reading Home Inventory Checklist

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?

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