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October 2023: Your Money Matters

October 01, 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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.