October 2023: Your Money Matters

October 02, 2023

This month’s Your Money Matters newsletter contains a fun (and retro) "graphic novel" overview about identity fraud (October is National Cyber Security Awareness Month!). We also cover helpful information about municipal bonds, important estate considerations when entering a second marriage, and a handy tax bracket reference sheet as you start your year-end preparations.

If you have questions, don't hesitate to reach out to us for answers. Have a great day!

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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Yours, Mine, and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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