This newsletter edition contains the following articles of interest:

  • Housing Market Trends: Are They Helping or Hurting the Economy?
  • Saving for College: 529 Plan vs. Roth IRA
  • Birthday Benefits Quiz
  • Can Home Improvements Lower Your Tax Bill? It Depends.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
  • How a Family Limited Partnership Can Power an Estate Plan
  • How Would You Pay for Long-Term Care?
  • Financial Regrets

Download the PDF

Samalin_Wealth_Newsletter_Q3-2024

 


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