< Back to Newsletters

This month, our newsletter explores the following topics:

• Doctors urge consumers to get living will
• How COVID-19 could affect your life insurance coverage
• Taxes on your coronavirus stimulus check
• Is long-term care insurance right for you?
• Starting retirement savings at 25 vs. 35
• 14 ways to save money

We hope you’re staying safe during the pandemic. Please don’t hesitate to contact us if you want to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

As Coronavirus Continues To Spread, Doctors Urge Americans To Get A Living Will

As the coronavirus pandemic continues to escalate, doctors around the U.S. are joining lawyers and financial advisors in urging Americans to create essential documents that can help medical providers better coordinate their care. Read More >

How COVID-19 Could Affect Your Life Insurance Coverage

The coronavirus pandemic has many of us thinking about worst case scenarios. It’s only natural that people are considering whether in the event of their absence, their loved ones would be financially protected. Read More >

Do You Have To Pay Taxes On Your Coronavirus Stimulus Check?

If you’re confused about how stimulus payments affect your taxes, you’re not the only one. Here’s what you need to know. Read More >

Is Long-Term Care Insurance Right For You?

The value of long-term care insurance (LTCI) is an ongoing conundrum. A major concern is that LTCI is expensive and there’s no way to accurately predict whether you’ll need long-term care. It is important to consider all of your options for covering the cost. Read More >

Here’s How Much More Money You’d Have For Retirement If You Saved $100 A Month Starting At 25 Instead Of 35

Time is the greatest tool we have for building wealth. Starting to save now, wherever you are in your timeline, is better than starting tomorrow or next week. Read More >