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Money Matters Newsletter

      This month, my newsletter explores the following topics: IRS delays new 1099-K reporting on payment apps Congress passes new retirement rules Five tax-smart charitable giving strategies for retirees Is 2023 finally the year for home-buying?   Volatility in the markets and the economy raises many questions. Please contact me if you would… Continue reading Money Matters Newsletter

Money Matters Newsletter

      This month, my newsletter explores the following topics: Five ways to tell we are in a recession How twelve types of retirement income get taxed Avoid these common mistakes to make money Save on monthly home costs with these hacks   As we start a new year, we prepare to make it… Continue reading Money Matters Newsletter

Money Matters Newsletter

Allowance alimony getting bonus paid pay raise

      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 Money Matters Newsletter

Money Matters Newsletter

      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 Money Matters Newsletter

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

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