Newsletter

Below you will find the first 2 issues of our Newsletter.

They contain the following topics:

• Still missing all or part of your Stimulus Payment? We can help.
• Do you receive your pension, tax refunds and other benefits in the mail via a paper check? We will help you set up a Direct Deposit account.
• You might be worth more than you realize. You may have Abandoned Assets that we can recover for you.
• Tips for reducing your 2022 tax bill.
• To Retire or Not to Retire – That is the Question

You can download a pdf version below by clicking on the icon.

The first 3 issues of the Newsletter will be free for you to view and download. As of January 2023, the Newsletter will be on a subscription basis only.

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