Schwartz Financial Services, Inc. February 2019

Schwartz Financial Services, Inc.

Matthew Schwartz

Senior Advisor
3 Baldwin Green Common #209
Woburn, MA 01801
781-932-3289
matt@schwartzfin.com
www.SchwartzFinancialServices.net

 

 
 

February 2019

 

Hidden Gem: HSAs in Retirement
The benefits of a health savings account make it a potentially valuable asset in retirement.

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Tax Scams to Watch Out For
It's in your best interest to always be vigilant in looking for possible tax scams.

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Know Your Mutual Funds
The following overview describes some basic types of funds in rough order of risk, from lowest to highest.

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How can you lower the costs of owning a vehicle?
Vehicle expenses can take a big bite out of your budget. Fortunately, you may be able to save a lot by reducing three costs.

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Is a vehicle subscription service in your future?
Automakers and start-up companies are betting that today's generation of drivers will embrace a new model of temporary ownership called a vehicle subscription service.

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Refer a friend

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CT, IL, MA, NH, NY, NC, VT and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.

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Date: 
Friday, February 1, 2019